Senior Client Solutions Strategist – Private Banking

PNC; Cincinnati (OH); On-site; USD 41,250 - 68,750; Full time

Benefits offered by this job

Health benefits

Dental & Vision options

401(k) with company match

Paid time off and holidays

Job summary

PNC is seeking a Senior Client Solution Specialist in Cincinnati, OH within its Private Bank. The role focuses on sales, service, and execution support for client relationships, with emphasis on accurate documentation, processing, and compliance.

The candidate will coordinate with client teams and service partners and handle account-related updates. The position requires 4+ years of related experience, an Associate's degree, and strong relationship-building skills.

Qualifications

• 4+ years of related business or functional experience.
• Associate’s degree or equivalent required.
• Experience with client relationships and financial services is preferred.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
• Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy.
• Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans and related client interactions.
• Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
• May serve as a peer resource and may perform general administrative support.

Skills

Business Decisions

Client Counseling

Client Relationship Building

Competitive Advantages

Customer Experience (CX)

Personal Initiative

Relationship Management

Results-Oriented

Education

Associate degree

Job description

PNC is seeking a Senior Client Solution Specialist in Cincinnati, OH within its Private Bank. The role focuses on sales, service, and execution support for client relationships, with emphasis on accurate documentation, processing, and compliance.

The candidate will coordinate with client teams and service partners and handle account-related updates. The position requires 4+ years of related experience, an Associate's degree, and strong relationship-building skills.