Private Banking Client Advisor

PNC Bank NA; Raleigh (NC); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Paid time off and holiday benefits

Job summary

PNC is seeking a Client Service Associate in Raleigh, NC, within its Private Banking group. The role focuses on building lasting client relationships, delivering exceptional service, and executing complex requests with accuracy and care.

Candidates will support client inquiries, process financial transactions, and leverage digital tools to enable self-service options while collaborating with internal teams to resolve issues and improve client satisfaction.

Qualifications

• University degree preferred with <1 year of professional experience or completion of a formal development program.
• Ability to manage client relationships and service requests with accuracy.
• Understanding of fiduciary responsibilities and investment management concepts.

Responsibilities

• 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.
• 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 and escalates issues when needed.
• Communicates with internal partners to identify issues and tracks resolution.

Skills

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

Education

Bachelors

Job description

PNC is seeking a Client Service Associate in Raleigh, NC, within its Private Banking group. The role focuses on building lasting client relationships, delivering exceptional service, and executing complex requests with accuracy and care.

Candidates will support client inquiries, process financial transactions, and leverage digital tools to enable self-service options while collaborating with internal teams to resolve issues and improve client satisfaction.