Senior Client Onboarding Associate

PNC Bank • Cherry Hill, NJ

3d • 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 Senior Client Onboarding Associate within PNC's Private Bank organization, you will be based in Cherry Hill, NJ. 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.

Requirements

• Customer Focused - 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.
• Managing Risk - 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.
• Accuracy and Attention to Detail
• Customer Support Policies, Standards and Procedures
• Decision Making and Critical Thinking
• Effective Communications
• Managing Multiple Priorities
• Process Management
• Quality Management
• Sales Support and Administration
• University / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Responsibilities

• Implements complex new products and services for clients.
• Analyzes requirements and gathers deliverables to complete the client onboarding, account opening, and asset funding requirements and maintains regular updates to clients and internal partners.
• Provides sales or consultative support to prospects or clients in select deals.
• Utilizes data provided digitally by clients, from internal partners, and/or internal applications to establish or update client-specific information for relevant products or services.
• Coordinates and produces relevant onboarding packages for validation and system processing.
• Analyzes, assesses and documents adherence to established requirements, processes, and procedures throughout end-to-end experience.
• Collects and checks required AML/KYC client documentation for onboarding process and ongoing refresh.
• Manages client and partner expectations and understanding throughout the onboarding process.
• Advises clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements.
• Serves as an escalation point and independently resolves challenges regarding onboarding issues raised by clients or internal partners.
• Identifies/develops necessary solutions.
• Ensures positive ongoing client experiences.
• Manages multiple onboarding requests simultaneously across many products or services; reports progress relative to service level performance.
• Facilitates/coordinates operational partner and relationship team meetings as needed.
• Builds and maintains strong relationships with key internal partners and works with internal partners to streamline processes.

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