Overview
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers. We foster an inclusive workplace where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Financial Wellness Consultant within PNC’s Organizational Financial Wellness, you will be primarily based in Cherry Hill, NJ or Westlakes Berwyn, PA.
PNC Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. As a Financial Wellness Consultant, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives. You will provide innovative solutions including personal banking and investing solutions, retirement plan services, health and benefit accounts, student debt solutions, earned wage access and more. You will employ a consultative based sales approach to acquire new business relationships and deepen existing relationships with clients. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of business.
Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services.
Bilingual Spanish Preferred.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
With direction, 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 credit and 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, operational and credit risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client’s needs and their financial well-being. Focuses on increasing client engagement and loyalty.
Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing the entire bank to the client by presenting the full range of PNC’s products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education Bachelors
Certifications No Required Certification(s)
Licenses No Required License(s)
Pay Transparency Base Salary: $55,000.00 – $127,400.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window Generally, this opening is expected to be posted for two business days from 02/03/2026, although it may be longer with business discretion.
Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; 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; educational assistance; wellness program with financial incentives. Paid time off includes maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, 15-25 vacation days (varies by career level), and years of service. For more details, visit pncthrive.com.
Disability Accommodations If an accommodation is required to participate in the application process, contact AccommodationRequest@pnc.com with the job ID and your preferred method of contact. Applicants may also call 877-968-7762 for accommodation assistance. All information will be kept confidential and used only to provide needed reasonable accommodations.
Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to applicable regulatory requirements.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
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Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers. We foster an inclusive workplace where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Financial Wellness Consultant within PNC’s Organizational Financial Wellness, you will be primarily based in Cherry Hill, NJ or Westlakes Berwyn, PA.
PNC Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. As a Financial Wellness Consultant, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives. You will provide innovative solutions including personal banking and investing solutions, retirement plan services, health and benefit accounts, student debt solutions, earned wage access and more. You will employ a consultative based sales approach to acquire new business relationships and deepen existing relationships with clients. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of business.
Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services.
Bilingual Spanish Preferred.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
With direction, 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 credit and 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, operational and credit risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client’s needs and their financial well-being. Focuses on increasing client engagement and loyalty.
Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing the entire bank to the client by presenting the full range of PNC’s products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education Bachelors
Certifications No Required Certification(s)
Licenses No Required License(s)
Pay Transparency Base Salary: $55,000.00 – $127,400.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window Generally, this opening is expected to be posted for two business days from 02/03/2026, although it may be longer with business discretion.
Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; 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; educational assistance; wellness program with financial incentives. Paid time off includes maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, 15-25 vacation days (varies by career level), and years of service. For more details, visit pncthrive.com.
Disability Accommodations If an accommodation is required to participate in the application process, contact AccommodationRequest@pnc.com with the job ID and your preferred method of contact. Applicants may also call 877-968-7762 for accommodation assistance. All information will be kept confidential and used only to provide needed reasonable accommodations.
Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to applicable regulatory requirements.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
#J-18808-Ljbffr