Client Experience Associate

PNC • Noblesville, IN

10d • Onsite

About The Position

The Client Experience Associate works within PNC’s retail banking organization in the Indianapolis North Region. This in-office role delivers customer experiences intended to improve financial wellbeing, build loyalty, and increase customers’ share of wallet. The associate handles customer interactions, explains available options for financial transactions, identifies banking opportunities, and makes appropriate referrals to branch staff. The role also supports efficient and accurate teller and branch operations, and uses product and procedural knowledge to address customer problems while following policies and procedures and managing risk.

The position supports proactive sales conversations through service-to-sales interactions, teller interactions, outbound contacts, and lobby engagement. Associates use technology, tools, and resources to help customers manage financial transactions and connect them with products that meet their needs.

PNC describes this as an in-office company and states that it will not sponsor employment visas or participate in STEM OPT for this position. The role typically requires less than one year of related experience and does not typically require a university or college degree, high school diploma, or GED; a comparable combination of education, certification, and experience may be considered in lieu of a degree. No certifications, licenses, or language assessments are required.

Requirements

• Typically less than one year of related experience; related experience or product knowledge may be needed to perform primary duties.
• Demonstrate customer focus by prioritizing customer needs and satisfaction and using that understanding to create customized solutions.
• Demonstrate the ability to assess and manage risks associated with business objectives and activities.
• Skills and competencies include accuracy and attention to detail, banking products, digital awareness, effective communication, fraud detection and prevention, managing multiple priorities, matrix management, problem solving, and understanding customer needs.
• No degree, certification, license, or language assessment is required; comparable education, job-specific certifications, and experience may be considered in lieu of a degree.

Nice To Haves

• Preferred skills include accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.

Responsibilities

• Deliver customer experiences that support customers’ financial wellbeing, loyalty, and share of wallet.
• Process a variety of customer interactions and educate customers about available options for financial interactions.
• Identify banking opportunities through meaningful conversations and make appropriate referrals to branch staff.
• Conduct lobby engagement activities and position PNC products to meet customer needs.
• Educate customers on options for managing financial transactions using technology, tools, and resources.
• Apply product and procedural knowledge to solve customer problems and help identify, mitigate, and resolve issues.
• Follow 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.
• Assess and manage business risks in accordance with 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 and stock purchase plans.
• 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, depending on eligibility.
• Up to 11 paid holidays each year, depending on eligibility.
• Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
• Between 15 and 25 vacation days each year depending on career level and years of service, subject to eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed