Client Onboarding Associate

Position Overview

At P, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Phoenix, AZ.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Implements new products and services for clients. Reviews requirements and gathers deliverables to complete the client onboarding, account opening, and asset funding requirements.
• Provides sales or consultative support to prospects or clients in select deals. Utilizes data provided digitally by clients, from internal partners, and/or internal applications to establish or update client-specific information for relevant products or services. Coordinates and produces relevant onboarding packages for validation and system processing.
• Analyzes, assesses and documents adherence to established requirements, processes, and procedures throughout end‑to‑end experience. Collects and checks required AML/KYC client documentation for onboarding process and ongoing refresh. Communicates status updates in accordance to client and partner expectations throughout the onboarding process.
• Advises clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements. Helps resolve challenges regarding onboarding issues raised by clients or internal partners and escalates issues as necessary to senior leadership.
• Identify/develop necessary solutions. Ensures positive ongoing client experiences. Manages multiple onboarding requests simultaneously across many products or services; reports progress relative to service level performance. Builds relationships with key internal partners.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

• Accuracy and Attention to Detail
• Customer Support Policies, Standards and Procedures
• Decision Making and Critical Thinking
• Effective Communications
• Managing Multiple Priorities
• Products and Services
• Quality Management
• Sales Support and Administration

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Bachelors

No Required Certification(s)

No Required License(s)

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full‑time employees include: 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…