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Senior Treasury Management Customer Service Representative Specialist - Remote Work Opportunity with PNC's Treasury Management Client Care Team

Work from home Full-time role Hiring

Unlock a Rewarding Career with PNC's Treasury Management Client Care Team At PNC, we're passionate about delivering exceptional customer experiences and fostering an inclusive workplace culture where our employees feel valued, respected, and empowered to contribute to the company's success. As a leader in the financial services industry, we're committed to building a diverse and talented team that shares our core values and is dedicated to making a positive impact in the communities we serve. About the Role: Senior Treasury Management Customer Service Representative Specialist We're seeking an experienced Senior Treasury Management Customer Service Representative Specialist to join our Treasury Management Client Care team, working remotely from a quiet, confidential home location approved by PNC. As a key member of our customer service team, you'll play a critical role in delivering advanced customer service activities and initiatives for our specialized treasury management products and services. Key Responsibilities:

  • Provide expert-level customer service support for complex treasury management products and services, resolving customer inquiries and issues across multiple channels.
  • Investigate and respond to customer complaints, recommending solutions and identifying root causes to prevent future issues.
  • Maintain high levels of customer satisfaction, consistent with PNC's core values, and serve as a coach or mentor to junior customer service team members.
  • Document customer interactions and complete service requests to minimize customer effort and additional action.
  • Leverage your knowledge of treasury management products and services to educate customers and drive business growth.
  • Collaborate with internal stakeholders to resolve complex customer issues and improve overall customer experience.

Essential Qualifications:

  • Associate's degree or equivalent experience in a related field, such as customer service, finance, or banking.
  • 3+ years of experience in customer service, preferably in a treasury management or financial services environment.
  • Strong knowledge of treasury management products and services, including cash management, payments, and liquidity management.
  • Excellent communication and problem-solving skills, with the ability to effectively interact with customers, internal stakeholders, and senior management.
  • Proficient in using technology to manage customer interactions, including CRM systems and other customer service tools.

Preferred Qualifications:

  • Bachelor's degree in a related field, such as business, finance, or marketing.
  • 5+ years of experience in customer service, preferably in a treasury management or financial services environment.
  • Industry certifications, such as Certified Treasury Professional (CTP) or Association for Financial Professionals (AFP) certifications.
  • Experience with PNC's treasury management products and services, or similar products and services offered by other financial institutions.

Skills and Competencies: To succeed in this role, you'll need to demonstrate the following skills and competencies:

  • Client Relationship Management: Ability to determine and satisfy client needs, maintain a partnering relationship, and influence customer decisions.
  • Customer Experience Management: Knowledge of strategies and techniques to ensure positive customer experiences across all touchpoints.
  • Decision Making and Critical Thinking: Ability to analyze complex situations, identify root causes, and make informed decisions.
  • Effective Communications: Strong verbal and written communication skills, with the ability to effectively transmit and receive information.
  • Fraud Detection and Prevention: Knowledge of processes, tools, and techniques to detect and prevent fraudulent activities.
  • Managing Multiple Priorities: Ability to manage multiple concurrent objectives, projects, and activities, prioritizing tasks and allocating time effectively.
  • Problem Solving: Knowledge of approaches, tools, and techniques to recognize, anticipate, and resolve organizational, operational, or process problems.
  • Tech Savvy: Ability to advise, educate, and engage clients on technological tools and resources to achieve their goals and financial well-being.

Career Growth

Opportunities and Learning Benefits: At PNC, we're committed to helping our employees grow and develop their skills and careers. As a Senior Treasury Management Customer Service Representative Specialist, you'll have access to:

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