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PNC · 1 day ago

Licensed Customer Service Representative - PNC Wealth Management

United States

Full-time

Remote

Mid Level

$31K/yr - $72K/yr

3+ years exp

PNC is a leading financial services company that values its people as its greatest differentiator. The Licensed Customer Service Representative role focuses on delivering exceptional customer service for PNC Wealth Management's clients, resolving inquiries and issues while maintaining high levels of customer satisfaction.

BankingFinanceFinancial Services

No H1B

Responsibilities

Performs advanced customer service activities and initiatives for specialized products and services. Supports a complex dedicated suite of products/services, services a sophisticated client base, and/or leverages an advanced process or tool to support internal and external customers. Focus on problem resolution that occurs across multiple channels for our customers. Delivers CARES model to customers and service partners

Receives, investigates and responds to customer inquiries regarding complex products, services and issues via all channels through which customers are served

Resolves customer service inquiries and issues. Recommends appropriate solutions. Resolves the most complex or reoccurring issues, and identifies root cause and acts as an escalation point. May interact with higher levels within the customer organization

Maintains high levels of customer satisfaction consistent with PNC's core values. Demonstrates commitment to quality. Serves as a coach or mentor and may serve as a trainer to the customer service team

Documents customer interactions and completes service requests to minimize customer effort or additional action

Qualification

Customer ServiceFINRA Series 7FINRA Series 63Client Relationship ManagementTechnical SupportProblem SolvingEffective CommunicationsDecision MakingRelationship BuildingAttention to Detail