Amanda Peach
Tampa,FL
Summary
Client service professional with a strong foundation in coordination, communication, and operational support within a relationship‑driven environment. Proven experience managing administrative workflows, supporting advisors and leadership teams, and ensuring accuracy, compliance, and timely execution of client and market activities. Consistently effective at balancing multiple priorities while contributing to efficient market operations and a high‑quality client experience.
Overview
5
5
years of professional experience
Work History
Client Service Associate
PNC Bank
01.2025 - Current
- Serve as the primary point of contact for clients and advisors, supporting a full Private Bank team through timely and accurate execution of client servicing and administrative requests across Banking, Investment, and Fiduciary products.
- Partner closely with Advisors, Market Leadership, Middle Office, and Operations teams to coordinate client and prospect activities and ensure seamless service delivery.
- Manage a high volume of transaction, maintenance, and inquiry requests, including money movement, account maintenance, beneficiary administration, security transfers, and research requests, while adhering to established policies and risk standards.
- Proactively manage workflows and competing priorities to support advisor capacity and ensure consistent execution of day‑to‑day market operations.
- Prepare, review, and verify client documentation and account information for accuracy and completeness, supporting compliance with PNC’s Enterprise Risk Management Framework.
- Actively manage client expectations through clear communication, timely follow‑up, and issue resolution, escalating complex matters to leadership when appropriate.
- Identify opportunities to improve service efficiency and client experience, including promoting digital tools and self‑service solutions where appropriate.
Branch Banker
PNC Bank
10.2020 - 01.2025
- Delivered high‑quality client service by responding promptly and professionally to customer inquiries and concerns, ensuring timely resolution and a positive client experience.
- Built and maintained strong client relationships through effective communication, empathy, and a consultative approach to understanding financial needs.
- Provided tailored banking solutions by actively listening to clients, applying product knowledge, and adhering to established policies, procedures, and risk standards.
- Supported branch performance by opening consumer and business accounts, initiating loan and credit card applications, and generating qualified referrals to internal partners.
- Partnered with branch leadership and support teams to coordinate daily activities, prioritize client needs, and maintain efficient branch operations.
- Ensured accuracy and compliance in transaction processing, documentation, and account maintenance while supporting PNC’s commitment to risk management and customer satisfaction.
- Consistently balanced multiple priorities in a fast‑paced environment while contributing to branch goals and overall client experience.
Education
Associate of Science - Hospitality Management
St. Petersburg College
St. Petersburg12-2020
Skills
- Client Support
- Administrative & Market Coordination
- Meeting & Event Management
- Risk & Compliance Awareness
- Time Management
- Problem Solving & Issue Resolution
- Attention to Detail
- Team Collaboration
- Microsoft Office Suite/Co-Pilot
Timeline
Client Service Associate
PNC Bank
01.2025 - Current
Branch Banker
PNC Bank
10.2020 - 01.2025
Associate of Science - Hospitality Management
St. Petersburg College