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PNC

Business Development Manager – Financial Wellness Solutions

PNC

Business Development Manager managing client relationships for financial wellness solutions at PNC. Focused on acquiring new clients and providing innovative financial solutions.

Posted 4/16/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSenior💰 $60,500 - $127,400 per yearWebsite

About the role

Key responsibilities & impact
  • Focuses on acquiring new clients across financial wellness solutions.
  • Emphasis on growing sales, revenue and market share with relevant sales goals.
  • Works with clients with basic levels of risk and complexity of needs.
  • Acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet.
  • Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
  • Manages risk/return and drives quality for new and/or existing clients.
  • Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
  • Provides ideas and insights based on an understanding of the client's needs and their financial well-being.
  • Builds an effective network of internal and external relationships to actively acquire new clients and/or expand existing clients and enhance the client experience.
  • Presents the full range of PNC's products and services.

Requirements

What you’ll need
  • 3+ years of relevant / direct industry experience
  • Book Of Business
  • Client Relationship Building
  • Credit
  • Credit Products
  • Customer Engagement
  • Decision Making
  • Financial Analysis
  • Identifying Sales Opportunities
  • Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
  • Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
  • Bachelor's degree

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 and stock purchase plans
  • dependent care reimbursement account
  • back-up child/elder care
  • adoption, surrogacy, and doula reimbursement
  • educational assistance, including select programs fully paid
  • a 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
  • between 15 to 25 vacation days each year, depending on career level; and years of service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial analysiscredit productsrisk managementsales growthclient relationship managementcustomer engagementdecision makingidentifying sales opportunitiesfinancial wellness solutionsnon-credit products
Soft Skills
client relationship buildingnetworkinginsight generationcommunicationnegotiationproblem solvingadaptabilitycustomer satisfaction focuscollaborationstrategic thinking