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PNC

Employee Relationship Manager – Financial Wellness Solutions

PNC

. Deliver financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects .

Posted 10/23/2026full-timeEast Brunswick • New Jersey • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in delivering financial wellness solutions and managing client relationships, with a strong focus on customer experience management and effective communication. Capable of utilizing data-driven insights to customize programs and advocate for client needs.

Highest-signal resume keywords
Financial Wellness Solutions DeliveryClient Relationship ManagementCustomer Experience ManagementData Utilization for CustomizationEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Banking Products KnowledgeBusiness AcumenCustomer Needs UnderstandingSelling SkillsDigital Awareness
Soft Skills
Flexibility and AdaptabilityManaging Multiple Priorities
Tools & Technologies
Edge ReportsUtilization Reports
Industry Keywords
Financial Education SeminarsConsumer Financial Protection Bureau RegulationsClient AdvocacyProactive Lead GenerationPortfolio Management

About the role

Key responsibilities & impact
  • Deliver financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects
  • Acquire and deepen relationships across applicable financial wellness solutions
  • Generate proactive consumer leads, appointments, and referrals
  • Facilitate in-person new hire orientations
  • Deliver financial education seminars and multifaceted benefits programs
  • Provide a differentiated client experience from acquisition through onboarding and ongoing servicing support
  • Manage and grow a portfolio of clients using tools and resources to maximize business results
  • Collaborate with partners and identify the resources best equipped to meet customer needs
  • Hold partners accountable for routine updates and referral follow-up
  • Create exceptional customer experiences at events in various external locations
  • Deliver tailored solutions aligned with customer needs and resolve or escalate customer problems
  • Advocate for clients and prospects by identifying workforce trends and unique needs
  • Influence annual marketing and communication plans, including support materials, media, and content
  • Use participant surveys, utilization reports, and other data to customize annual plans
  • Keep the team informed of services via Edge reports
  • Attend relationship review meetings as necessary
  • Collaborate with internal and external partners to update materials

Requirements

What you’ll need
  • Associates or equivalent degree
  • Typically requires 4+ years of related business or functional experience
  • In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
  • Appropriate knowledge, skills, and abilities for the role
  • Knowledge of banking products, business acumen, customer experience management, digital awareness, effective communications, flexibility and adaptability, managing multiple priorities, products and services, selling, and understanding customer needs
  • Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations
  • No required certification(s)
  • No required or preferred language assessments
  • PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Benefits

Comp & perks
  • Medical/prescription drug coverage with a Health Savings Account feature
  • Dental and vision options
  • Employee and spouse/child life insurance
  • Short- and long-term disability protection
  • 401(k) with PNC match
  • Pension plan
  • Stock purchase plan
  • Dependent care reimbursement account
  • Back-up child/elder care
  • Adoption, surrogacy, and doula reimbursement
  • Educational assistance, including select programs fully paid
  • Robust wellness program with financial incentives
  • Maternity and/or parental leave
  • Up to 11 paid holidays each year
  • 9 occasional absence days each year, unless otherwise required by law
  • 15 to 25 vacation days each year, depending on career level