Client Experience Associate

PNC•King of Prussia, PA
•Onsite

About The Position

The Client Experience Associate works within PNC's Retail organization at the King of Prussia branch in King of Prussia, Pennsylvania. The role delivers customer experiences intended to improve customers’ financial well-being, build loyalty, and increase share of wallet. It handles a variety of customer interactions, explains available options for financial transactions, identifies banking opportunities, and makes appropriate referrals to branch staff. The associate engages with customers in the lobby, positions PNC products to meet their needs, and helps customers use technology, tools, and other resources to manage financial transactions. The position applies product and procedural knowledge to address customer concerns, supports proactive sales conversations through service-to-sales, teller interactions, and outbound contacts, and helps maintain efficient and accurate teller and branch operations. Employees are expected to focus on customers and manage risk in accordance with PNC policies and its Enterprise Risk Management Framework. This is an in-office role. Spanish language ability is preferred. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

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.
  • A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • No degree, certification, or license is required.
  • Spanish speaking is preferred.

Nice To Haves

  • Spanish speaking ability.
  • Skills listed as preferred: accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies listed: 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 that support financial well-being, 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.
  • Educate customers on managing financial transactions using technology, tools, and resources.
  • Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
  • 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, including 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, subject to eligibility.
  • 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 and back-up child or 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.
  • 15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.
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