Client Service Associate

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage. We are united in delivering the best experience for our customers and foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success.

As a Client Service Associate within PNC's Private Bank organization, you will be based in Laredo, TX. Must be fluent in Spanish. PNC is an in-office company.

Job Description

• Develops and maintains long-term client relationships.
• Actively manages client expectations to ensure maximum satisfaction with products and service.
• Provides exceptional client service and flawless execution on client requests, inquiries, and transactions, including:
• Money movement
• Demographic update
• Beneficiary administration
• Security transfers
• Credit transactions
• Research requests
• Identifies opportunities for use of digital tools to offer self-service solutions.
• Serves as a point of contact for clients, client teams, or service partners.
• Escalates client implementation and servicing issues as necessary to senior leadership.
• Communicates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution.
• Learns and understands existing and upcoming technologies to support client consultation and requests.
• Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction.

Employee Expectations

• Customer Focused: Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all business decisions. Able to leverage that information in creating customized customer solutions.
• Managing Risk: Assessing and effectively managing all risks associated with business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

• Accuracy and Attention to Detail
• Client Relationship Management
• Customer Support Policies, Standards and Procedures
• Decision Making and Critical Thinking
• Fiduciary Responsibilities
• Investment Management
• Managing Multiple Priorities
• Products and Services

Work Experience

• Roles at this level typically require less than 1 year of professional experience and/or successful completion of a formal development program.
• 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)

Language Assessments

• Must be fluent in Spanish.

Benefits

PNC offers a comprehensive range of benefits. Options for full-time employees include 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.

Paid time off includes 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.

For more information, visit pncthrive.com.