PNC · 1 day ago
Licensed Customer Service Representative - PNC Wealth Management
United States
Full-time
Remote
Mid Level
$30K/yr - $72K/yr
3+ years expPNC is a leading financial services company that values its employees and aims to provide the best experience for its customers. The Licensed Customer Service Representative role involves performing advanced customer service activities for specialized products and services, focusing on problem resolution and 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
Required
3+ years experience in customer service or related field
Associates degree or equivalent experience
FINRA Series 7 and 63 (or 66) required
Knowledgeable of the values and practices that align customer needs and satisfaction
Ability to assess and effectively manage risks associated with business objectives
Ability to perform advanced customer service activities and initiatives for specialized products and services
Ability to resolve complex customer service inquiries and issues
Ability to maintain high levels of customer satisfaction consistent with PNC's core values
Ability to document customer interactions and complete service requests
Preferred
Accountability
Continual Improvement Process
Customer Interactions
Customer Service
Decision Making
Relationship Building
Results-Oriented
Technical Support
Accuracy and Attention to Detail
Client Relationship Management
Customer Experience Management
Decision Making and Critical Thinking
Effective Communications
Fraud Detection and Prevention
Managing Multiple Priorities
Problem Solving
Products and Services
Tech Savvy
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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