Client Experience Associate

PNC•Jasper, TX
•Onsite

About The Position

At PNC, employees work together to provide customers with a strong experience and foster an inclusive workplace. This Client Experience Associate role is part of PNC's Retail Banking organization and is based in Jasper, Texas, supporting multiple branches in the region. The role focuses on improving customers’ financial wellbeing, building loyalty, and increasing share of wallet by handling customer interactions, educating customers about financial options, and identifying banking opportunities. The role is in-office. Spanish bilingual ability is preferred. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The associate connects with customers through branch lobby engagement and other interactions, helps them manage financial transactions using available technology and resources, and applies product and procedural knowledge to address their problems. The role also supports branch operations, accurate and efficient teller and maintenance transactions, adherence to policies and procedures, and proactive sales conversations intended to strengthen customer loyalty. The position typically requires less than one year of related experience. A university or college degree, high school diploma, or GED is typically not required, though related experience or product knowledge may be useful. Comparable combinations of education, job-specific certifications, and experience may be considered. No certification or license is required. Eligible employees may have access to medical and prescription coverage, dental and vision plans, life and disability insurance, a 401(k) with PNC match, pension and stock purchase plans, dependent-care reimbursement, backup child or elder care, adoption, surrogacy and doula reimbursement, educational assistance, and a wellness program. Paid time off may include maternity and/or parental leave, up to 11 holidays, 9 occasional absence days, and 15–25 vacation days depending on career level and years of service. Eligibility and program details vary.

Requirements

  • Typically less than one year of related experience; related experience or product knowledge may be needed to perform primary duties.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • Customer-focused approach that prioritizes customer needs and satisfaction and supports customized solutions.
  • Ability to assess and manage business risks in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

  • Spanish speaking ability; bilingual Spanish is preferred.
  • Skills in accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies in accuracy and attention to detail, banking products, digital awareness, effective communications, fraud detection and prevention, managing multiple priorities, matrix management, problem solving, and understanding customer needs.
  • A comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.

Responsibilities

  • Deliver a customer experience aimed at improving financial wellbeing and building loyalty and share of wallet.
  • Process a variety of customer interactions and educate customers about available alternatives for financial interactions.
  • Identify opportunities through meaningful customer conversations and make appropriate referrals to branch staff.
  • Perform lobby engagement activities, connect customers with PNC products, and educate them about options for managing transactions using technology, tools, and resources.
  • Use product and procedural knowledge to solve customer problems and help identify, mitigate, and resolve issues effectively.
  • 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 activity, teller interactions, and effective lobby engagement.
  • Support customer loyalty and help grow customer share of wallet through a differentiated customer experience.
  • Assess and manage risks associated with business objectives and activities in alignment 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.
  • 9 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.
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