Client Experience Associate

PNC•Woodstock, GA
•Onsite

About The Position

The Client Experience Associate works within PNC’s Retail Banking organization in Woodstock, Georgia, delivering customer experiences intended to improve financial wellbeing, build loyalty, and increase customers’ share of wallet. The role handles customer interactions, explains available options for financial transactions, identifies banking needs, and makes appropriate referrals to branch staff. It also engages customers in the lobby and helps them use technology, tools, and resources to manage transactions and find relevant PNC products. The associate uses product and procedural knowledge to address customer problems, supports proactive sales conversations through service-to-sales, teller interactions, and outbound contact, and helps ensure branch and teller operations are completed accurately and efficiently. The role follows policies and procedures, exercises sound judgment within established limits, and manages risk in accordance with PNC’s Enterprise Risk Management Framework. This is an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

  • Typically fewer than one year of related experience; related experience or product knowledge may be required to perform primary duties.
  • Demonstrated appropriate knowledge, skills, and abilities for the role.
  • No degree is required. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • No required certifications.
  • No required licenses.

Nice To Haves

  • Accountability
  • Banking
  • Branch banking
  • Client loyalty
  • Customer experience
  • Customer service
  • Identifying opportunities
  • Leveraging technology
  • Proactive sales
  • Accuracy and attention to detail
  • Knowledge of banking products
  • Digital awareness
  • Effective communications
  • Fraud detection and prevention
  • Managing multiple priorities
  • Matrix management
  • Problem solving
  • Understanding customer needs

Responsibilities

  • Deliver customer experiences that support financial wellbeing, customer loyalty, and increased share of wallet.
  • Process a variety of customer interactions and educate customers about options for financial transactions.
  • Identify banking opportunities through customer conversations and make appropriate referrals to branch staff.
  • Perform lobby engagement activities and position PNC products to meet customer needs.
  • Help customers manage financial transactions by using technology, tools, and resources.
  • Apply product and procedural knowledge to identify, address, mitigate, and resolve customer problems.
  • Follow policies and procedures and demonstrate 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.
  • Assess and manage risks associated with business objectives and activities in support of PNC’s Enterprise Risk Management Framework.

Benefits

  • Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility
  • Dental and vision options
  • Employee and spouse/child life insurance
  • Short- and long-term disability protection
  • 401(k) with PNC match
  • Pension plan
  • Stock purchase plan
  • Dependent care reimbursement account
  • Back-up child and elder care
  • Adoption, surrogacy, and doula reimbursement
  • Educational assistance, including select fully paid programs
  • Wellness program with financial incentives
  • Maternity and/or parental leave, subject to eligibility
  • Up to 11 paid holidays each year, subject to eligibility
  • 9 occasional absence days each year, unless otherwise required by law
  • 15 to 25 vacation days each year, depending on career level and years of service
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