Client Experience Associate

PNC • Palm Bay, FL

1d • Onsite

About The Position

As a Client Experience Associate within PNC's Retail Bank Organization, the employee will be based in Palm Bay, Florida, supporting multiple branches in the region. This in-office role focuses on delivering a differentiated customer experience that supports customers' financial wellbeing and loyalty while increasing share of wallet. The associate handles customer interactions, explains available financial transaction options, identifies banking opportunities, and makes appropriate referrals to branch staff. Spanish bilingual ability is preferred.

The role also includes lobby engagement, proactive sales conversations, teller and branch daily operations, and accurate completion of maintenance transactions. Associates use product and procedural knowledge to address customer problems, leverage technology and other resources to explain transaction options, and follow policies and procedures while exercising sound judgment within established limits. PNC emphasizes customer focus and effective management of risks under its Enterprise Risk Management Framework.

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; a comparable combination of education, job-specific certifications, and experience may be considered. No required certifications or licenses are listed.

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, including prioritizing customer needs and satisfaction in business decisions.
• Ability to assess and manage risk in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

• Spanish speaking ability; bilingual Spanish is preferred.
• Preferred skills include accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• Competencies include 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.

Responsibilities

• Deliver customer experiences intended to improve financial wellbeing, build loyalty, and increase share of wallet.
• Process a variety of customer interactions and educate customers about available alternatives for financial interactions.
• Identify 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 mitigate and resolve issues.
• 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 effective 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, depending on 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 eligibility.

What This Job Offers

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