Associate

• Deliver a unique customer experience to improve financial wellbeing, create loyalty, and increase share of wallet
• Process a variety of customer interactions
• Educate customers on alternatives for financial interactions and transaction management
• Identify banking opportunities through meaningful customer conversations and make appropriate referrals to branch staff
• Perform lobby engagement activities and position PNC products to meet customer needs
• Apply product and procedural knowledge to solve customer problems
• Adhere to policies and procedures and exercise sound judgment within established limits
• Ensure teller and branch daily operations and maintenance transactions are completed efficiently and accurately
• Support proactive sales conversations through internal and outbound interactions, service-to-sales, teller interactions, and lobby engagement
• Support customer loyalty and grow customer share of wallet through a differentiated customer experience
• Identify, mitigate, and resolve customer problems effectively

Client Experience Associate

• Deliver a unique customer experience that improves financial wellbeing, creates loyalty, and increases share of wallet
• Process a variety of customer interactions
• Educate customers on alternatives for financial interactions and options for managing transactions
• Identify banking opportunities during customer interactions and make appropriate referrals to branch staff
• Perform lobby engagement activities and position PNC products to meet customer needs
• Leverage technology, tools, and resources to support customer transactions
• Apply product and procedural knowledge to solve customer problems
• Adhere to policies and procedures and demonstrate sound judgment within established limits
• Complete teller and branch daily operations and maintenance transactions efficiently and accurately
• Support proactive sales conversations through internal and outbound interactions, service-to-sales, teller interactions, and lobby engagement
• Support customer loyalty and grow customer share of wallet through differentiated customer experiences
• Identify, mitigate, and resolve customer problems effectively

• Provide client service support to potentially multiple Financial Advisors
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business
• Customize solutions based on specific client and advisor needs
• Serve as the most frequent point of contact within Merrill for clients' service needs
• Educate bank clients on the bank's service and banking offerings
• Ensure timeliness, accuracy, and completeness in client materials
• Follow up on client and Financial Advisor requests
• Help ensure practices align with bank policies and procedures
• Support operational excellence, protect clients, and manage risk
• Identify, deepen, and maintain client relationships
• Promote incorporation of banking into clients' day-to-day practices and communicate outputs to the Financial Advisor
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in demand

Registered Wealth Management Client Associate

• Provide client service support to potentially multiple Financial Advisors
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business
• Customize solutions based on specific client and advisor needs
• Serve as the most frequent Merrill point of contact for clients' service needs
• Educate bank clients on service and banking offerings
• Ensure timeliness, accuracy, and completeness of client materials
• Follow up on client and Financial Advisor requests
• Help ensure practices align with bank policies and procedures
• Support operational excellence, protect clients, and manage risk
• Identify, deepen, and maintain client relationships
• Promote incorporation of banking into clients' day-to-day practices and communicate outputs to the Financial Advisor
• Support day-to-day team activities, including covering roles during absences or seasonal increases in need
• Lead with a client-first mindset

• Guide all stock activities, including inventory, organization, control and audits
• Execute shipping and receiving processes proactively
• Report issues to the Manager and take necessary steps to resolve them
• Establish and maintain an organized flow of goods in the stockroom and onto the sales floor
• Organize and maintain the stockroom to Company standards
• Ensure accuracy of incoming and outgoing merchandise shipments
• Prepare merchandise for vendor returns, transfers and customer shipments
• Coordinate ordering, receiving, storing, inventorying, issuing and shipping stockroom materials, supplies, tools, equipment and parts
• Review records for accuracy, procedural compliance and adequacy of stock levels
• Support the team in the selling process and ensure a high level of client experience
• Proactively solve store-inventory problems across weekly, monthly and yearly cycles
• Prioritize back-of-house responsibilities and ad hoc selling-floor needs
• Collaborate with store management and the Ferragamo team through regular communication
• Provide exceptional customer service

Stock Associate

• Conduct audits and provide other services to clients in the condominium/cooperative industry.
• Create workpapers, reports, and supporting documentation for the audit process.
• Prepare financial statements and footnotes.
• Handle both large and small engagements simultaneously.
• Maintain and improve client relationships through exceptional customer service.
• Serve multiple clients within the NY/NJ condominium/cooperative industry.
• Collaborate in a team environment and work independently.
• Gain hands-on experience and receive direct coaching from the Audit team.

Audit Associate – Condominiums and Cooperatives

• Manage and oversee customer complaints and dispute cases from intake through resolution
• Log, track, and maintain accurate complaint and dispute records in company systems
• Investigate customer concerns to ensure fair, timely, and compliant resolutions
• Draft written responses to customer complaints, regulatory inquiries, and dispute communications
• Collaborate with internal departments to gather information and resolve customer issues
• Conduct complaint and dispute trend analysis
• Perform root cause analysis
• Develop and recommend corrective actions to reduce complaint volume and improve customer experience
• Monitor resolution timelines for service-level agreements and regulatory requirements
• Prepare reports and provide insights on complaint metrics, trends, and resolution outcomes
• Handle sensitive and escalated situations with a strong customer service focus
• Communicate with customers and stakeholders professionally, empathetically, and tactfully
• Support continuous improvement initiatives for processes, compliance, and customer satisfaction
• Ensure complaint handling activities align with company policies and applicable regulations

Complaints and Disputes Associate

• Process all inbound and outbound stock shipments
• Assist with inventory, cycle counts, merchandising, and product transfers
• Maintain stockroom organization so products are easily located
• Replenish merchandise within the boutique
• Assist the sales floor as needed
• Help maintain a safe and clean boutique environment
• Demonstrate loss prevention efforts
• Collaborate with team members to support customer experience and productivity

Retail Stock Associate

• Provide client service support to potentially multiple Financial Advisors
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business
• Customize solutions based on specific client and advisor needs
• Serve as the most frequent point of contact within Merrill for client service needs
• Educate clients on the bank's service and banking offerings
• Ensure timeliness, accuracy, and completeness in client materials
• Follow up on client and Financial Advisor requests
• Help ensure practices align with bank policies and procedures
• Protect clients and manage risk
• Identify, deepen, and maintain client relationships
• Promote incorporation of banking into clients' day-to-day practices and communicate outputs to Financial Advisors
• Support day-to-day team activities, including covering roles during absences or seasonal increases in need
• Lead with a client-first mindset

• Provide client service support to potentially multiple Financial Advisors
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor’s business
• Customize solutions based on specific client and advisor needs
• Serve as the most frequent point of contact within Merrill for clients’ service needs
• Educate bank clients on the bank’s service and banking offerings
• Ensure timeliness, accuracy, and completeness in client materials
• Follow up on client and Financial Advisor requests
• Help ensure practices align with bank policies and procedures
• Support operational excellence, protect clients, and manage risk
• Identify, deepen, and maintain client relationships
• Promote incorporation of banking into clients’ day-to-day practices and communicate outputs to the Financial Advisor
• Support day-to-day team activities and needs, including covering roles during absences or seasonal demand increases
• Lead with a client-first mindset