Account Manager – Financial Wellness Solutions

Responsibilities

responsible for developing and maintaining assigned long-term client relationships

Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units

May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients

Serves as point of contact for client matters

May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship

This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities

Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed

May work with in-house counsel and clients on contract negotiations

This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines

Participates in the analysis, assessment and documentation of client requirements

Forecasts and tracks key account metrics

May identify customization needs, and work with service partners to decision/implement

Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues

Serves as an escalation point for high severity requests or issues

Works towards finding the best solution to maintain a positive client relationship

Requirements

3+ years of relevant / direct industry experience

Preferred Skills: Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations

Competencies: Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process

Roles at this level typically require a university / college degree

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.

Hard Skills

Account Management

Client Counseling

Negotiation

Sales Operations

Go-to-Market Strategies

Competitive Advantages

Customer Relationship Management Applications

Problem Management Process

Decision Making

Critical Thinking

Soft Skills

Effective Communications

Flexibility

Adaptability

Managing Multiple Priorities

Relationship Building

Influencing Skills

#J-18808-Ljbffr