Client Onboarding Associate

PNC; Louisville (KY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC is seeking a Client Onboarding Associate for the Private Bank in Louisville, KY. The role focuses on onboarding, new product coordination, and asset funding while ensuring AML/KYC compliance and high-quality client service.

The position requires strong attention to detail, the ability to manage multiple onboarding requests, and collaboration with internal partners to maintain service levels and client satisfaction.

Qualifications

• Bachelor's degree or equivalent work experience.
• Experience in client onboarding or private banking operations is preferred.
• Understanding of AML/KYC basics and onboarding processes is desirable.

Responsibilities

• Implements new products and services for clients and completes onboarding, account opening and asset funding requirements.
• Provides sales or consultative support to prospects or clients in select deals with data from internal applications.
• Analyzes and documents adherence to requirements, collects AML/KYC documentation, and communicates status updates to clients and partners.
• Advises clients or internal partners on additional information needs and helps resolve onboarding challenges.
• Manages multiple onboarding requests across products, builds relationships with internal partners, and tracks service levels.

Skills

Accuracy and Attention to Detail

Customer Support Policies

Standards and Procedures

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Products and Services

Quality Management

Sales Support and Administration

Education

Bachelors

Job description

Position Overview

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 Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY.

R231024

Job Profile

Position Overview

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 Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY.

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

• Implements new products and services for clients. Reviews requirements and gathers deliverables to complete the client onboarding, account opening, and asset funding requirements.
• 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 and processes throughout end-to-end experience. Collects and checks required AML/KYC client documentation for onboarding process and ongoing refresh. Communicates status updates in accordance to client and partner expectations throughout the onboarding process.
• Advises clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements. Helps resolve challenges regarding onboarding issues raised by clients or internal partners and escalates issues as necessary to senior leadership.
• Identify/develop necessary solutions. Ensures positive ongoing client experiences. Manages multiple onboarding requests simultaneously across many products or services; reports progress relative to service level performance. Build relationships with key internal partners.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• 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.

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.

Competencies

Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Quality Management, Sales Support and Administration

Work Experience

Roles at this level typically require a university / college degree with < 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)

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

In addition, PNC generally provides the following paid time off, depending on your eligibility:

• 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
• years of service

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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 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.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.