Senior Private Bank Client Solutions Specialist

PNC

Pittsburgh (Allegheny County)

On-site

USD 70,000 - 100,000

Full time

11 days ago

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Benefits offered by this job

Medical coverage
Dental and vision
401(k) with match

Job summary

PNC is seeking a Sr. Client Solution Specialist in its Private Bank in Pittsburgh, PA. This in-office role focuses on sales, service and execution for client relationships and requires strong documentation and compliance practices.

You will be a key point of contact for clients and internal teams, coordinating accounts and transactions, supporting client implementations, and delivering personalized solutions within PNC's risk framework.

Qualifications

  • Associates degree or equivalent with related experience or product knowledge.
  • Typically 4+ years of related business or functional experience.
  • Ability to gather required documentation and ensure accuracy and compliance.

Responsibilities

  • Provides sales, service and execution support for new and ongoing client relationships.
  • Gathers required documentation and verifies information for accuracy.
  • Performs processing and ensures compliance with standard regulations and processes.
  • Acts as a point of contact for clients and internal teams, escalating issues as needed.
  • Initiates, updates and verifies client/account/transaction details in systems; provides reports.
  • May provide administrative support as needed.

Skills

Client Counseling
Relationship Building
Sales Support
Customer Focus
Attention to Detail
Communication

Education

Associates

Tools

CRM systems

Job description

PNC is seeking a Sr. Client Solution Specialist in its Private Bank in Pittsburgh, PA. This in-office role focuses on sales, service and execution for client relationships and requires strong documentation and compliance practices.

You will be a key point of contact for clients and internal teams, coordinating accounts and transactions, supporting client implementations, and delivering personalized solutions within PNC's risk framework.

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