Client Experience Associate

PNC • Bee Cave, TX

2d • Onsite

About The Position

At PNC, employees work together to deliver strong customer experiences in an inclusive workplace. This Client Experience Associate role is within PNC's Bee Cave Branch and is based in Austin, Texas. PNC is an in-office company. Spanish bilingual ability is preferred. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

The associate delivers customer experiences that support financial wellbeing and loyalty while increasing customers’ share of wallet. The role handles a variety of customer interactions, explains alternatives for financial transactions, identifies banking opportunities, and makes appropriate referrals. It also supports branch operations, proactive sales conversations, and problem resolution by applying product and procedural knowledge. Employees are expected to focus on customers and manage risks in accordance with PNC’s Enterprise Risk Management Framework.

This level typically does not require a university or college degree, high school diploma, or GED, although related experience or product knowledge may be needed. Typically, less than one year of related experience is expected. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree. No required certifications, licenses, or language assessments are listed.

Requirements

• Typically less than one year of related experience; related experience or product knowledge may be needed to perform primary duties.
• Appropriate knowledge, skills, and abilities for the role, including customer focus and risk management.
• A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Spanish bilingual ability is preferred.
• No required certification, license, or language assessment.

Nice To Haves

• Bilingual Spanish.
• Skills including accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• Competencies including 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 a distinctive customer experience that supports financial wellbeing and customer loyalty while increasing share of wallet.
• Process a variety of customer interactions and educate customers about available alternatives for financial interactions.
• Identify banking opportunities through meaningful customer conversations and refer customers to branch staff as appropriate.
• Perform lobby engagement activities, connect with customers, and position PNC products to meet their needs.
• Educate customers about options for managing financial transactions using technology, tools, and resources.
• Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
• Adhere to 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 activity, teller interactions, and lobby engagement.
• Manage risks associated with business objectives and activities 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.
• 9 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.

What This Job Offers

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