Private Banking Client Relations Associate

PNC Financial Services Group, Inc.

Indianapolis (IN)

On-site

USD 42,000 - 64,000

Full time

3 days ago
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Benefits offered by this job

Medical/Dental/Vision
401(k) with company match
Paid holidays

Job summary

PNC is seeking a Client Service Associate in Indianapolis, IN who will focus on building long-term client relationships and delivering exceptional service. You will manage client requests, execute transactions, and collaborate with internal partners to resolve issues while adopting new digital tools to empower self-service for clients.

The role emphasizes accuracy, risk awareness, and effective communication within a customer-focused environment.

Qualifications

  • University/college degree required with < 1 year of professional experience.
  • Demonstrates strong communication and customer service skills.
  • Background in private banking or financial services preferred but not required.

Responsibilities

  • Develops and maintains long term client relationships and actively manages client expectations to ensure satisfaction with products and services.
  • Provides exceptional client service and flawless execution on client requests and transactions (money movement, demographic update, beneficiary administration, security transfers, credit transactions, research requests).
  • Identifies opportunities for digital tools to offer self-service solutions and serves as a point of contact for clients and internal partners.
  • Communicates with internal partners to identify issues and works to resolve them with senior leadership; learns and understands technologies to support client consultation.
  • Proactively seeks service improvements and solicits client input to drive satisfaction.

Skills

Customer Focused
Managing Risk
Accuracy and Attention to Detail
Decision Making and Critical Thinking
Effective Communications

Education

Bachelor's degree

Job description

PNC is seeking a Client Service Associate in Indianapolis, IN who will focus on building long-term client relationships and delivering exceptional service. You will manage client requests, execute transactions, and collaborate with internal partners to resolve issues while adopting new digital tools to empower self-service for clients.

The role emphasizes accuracy, risk awareness, and effective communication within a customer-focused environment.

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