Business Development Manager – Financial Wellness Solutions
PNC
full-time
Posted on:
Location Type: Office
Location: Walnut Creek • California • United States
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Salary
💰 $60,500 - $127,400 per year
About the role
- 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
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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