Licensed Customer Service Representative - PNC Wealth Management

PNC is a financial services company that values its employees as its greatest differentiator. The Licensed Customer Service Representative will perform advanced customer service activities for specialized products and services, focusing on problem resolution and customer satisfaction.

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

Requirements:

• 3+ years experience in a related field
• Associates or equivalent degree
• FINRA Series 7 and 63 (or 66) required
• Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
• Assessing and effectively managing all of the risks associated with their business objectives and activities
• Accountability
• Continual Improvement Process
• Customer Interactions
• Customer Service
• Decision Making
• Relationship Building
• Results-Oriented
• Technical Support