Client Solution Specialist Sr

PNC Bank • Philadelphia, PA

1d • Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Solution Specialist Sr within PNC's Private Bank Estate Settlement organization, you will be based in Philadelphia, PA. Client Solution Specialist Sr will be supporting the Estate Settlement Advisor. Responsibilities will include collecting assets, following up on where to collect assets, making phone calls and following up on email correspondence. Other duties will include but not be limited to: ordering checks, making payments, adding beneficiaries, and mailings. Familiarity with PNC systems is preferred. Familiarity with PNC Private Bank systems (EDGE, Siebel, AM TRUST, ONBASE) is 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. Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans and related client interactions. Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary. Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed. May serve as a peer resource and may perform general administrative support.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Accuracy and Attention to Detail
• Customer Support Policies, Standards and Procedures
• Decision Making and Critical Thinking
• Effective Communications
• Flexibility and Adaptability
• Managing Multiple Priorities
• Problem Management Process
• Products and Services
• Sales Support and Administration
• Typically requires 4+ years of related business or functional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• No Required Certification(s)
• No Required License(s)
• This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Nice To Haves

• Familiarity with PNC systems is preferred.
• Familiarity with PNC Private Bank systems (EDGE, Siebel, AM TRUST, ONBASE) is preferred.
• Business Decisions
• Client Counseling
• Client Relationship Building
• Competitive Advantages
• Customer Experience (CX)
• Personal Initiative
• Relationship Management
• Results-Oriented

Responsibilities

• Collecting assets
• Following up on where to collect assets
• Making phone calls
• Following up on email correspondence
• Ordering checks
• Making payments
• Adding beneficiaries
• Mailings
• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation.
• Prepares, reviews and verifies documents and relevant information for accuracy.
• Performs common processing and ensures compliance with standard regulations and processes.
• Administers implementation plans and related client interactions.
• Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications.
• Provides reports as needed.
• May serve as a peer resource and may perform general administrative support.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree