Private Bank Client Onboarding Specialist

PNC; Phoenix (AZ); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental and vision

Life insurance

Disability protection

401(k) with match

Pension and stock purchase plans

Dependent care reimbursement

Educational assistance

Wellness program

Paid holidays

Vacation time

Descripción de la vacante

PNC Financial Services Group, Inc. in Phoenix, AZ seeks a Client Onboarding Specialist for the Private Bank. You will partner with Advisors and Service teams to ensure end-to-end onboarding from account opening to funding and online setup.

The role emphasizes accuracy, AML/KYC compliance, and strong communication as you manage multiple onboarding requests and build relationships with internal partners.

Formación

• University/college degree with <1 year of professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.
• Exposure to AML/KYC onboarding requirements.

Responsabilidades

• Open accounts for deposit and investment products.
• Coordinate funding and asset transfers.
• Onboard clients to PNC Private Bank including online setup and welcome engagement.
• Ensure records retention and compliance with policies.
• Communicate status updates and build relationships with internal partners.

Conocimientos

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

Educación

Bachelor's degree

Herramientas

CRM systems

Onboarding tools

Descripción del empleo

PNC Financial Services Group, Inc. in Phoenix, AZ seeks a Client Onboarding Specialist for the Private Bank. You will partner with Advisors and Service teams to ensure end-to-end onboarding from account opening to funding and online setup.

The role emphasizes accuracy, AML/KYC compliance, and strong communication as you manage multiple onboarding requests and build relationships with internal partners.