Client Experience Associate

PNC•Stockton, CA

2d•$37,125 - $61,875•Onsite

About The Position

The Client Experience Associate works within PNC's Retail Banking organization in the Northern California region. The role delivers customer experiences that support financial wellbeing and loyalty while increasing customers' use of PNC services. It processes customer interactions, explains available options for financial transactions, identifies banking opportunities, and makes appropriate referrals to branch staff. Associates engage customers in the lobby, promote relevant PNC products, and help customers use technology, tools, and resources. They apply product and procedural knowledge to resolve problems, follow policies and procedures, and complete teller and branch operations accurately and efficiently. The position also supports proactive service-to-sales conversations through internal and outbound interactions and contributes to customer loyalty and share-of-wallet growth. PNC describes the role as in-office and will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Demonstrate appropriate knowledge, skills, and abilities for the role.
Related experience or product knowledge may be required; roles at this level typically require 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, including military service, may be considered in lieu of a degree.
Demonstrate customer focus by prioritizing customer needs and satisfaction and using that understanding to create customized solutions.
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

Accountability
Banking
Branch banking
Client loyalty
Customer experience (CX)
Customer service
Identifying opportunities
Leveraging technology
Proactive sales
Accuracy and attention to detail
Knowledge of banking products
Digital awareness
Effective communications
Fraud detection and prevention
Managing multiple priorities
Matrix management
Problem solving
Understanding customer needs

Responsibilities

Deliver customer experiences that support financial wellbeing and customer loyalty while increasing share of wallet.
Process a variety of customer interactions and educate customers about alternatives for financial interactions.
Identify banking opportunities through customer conversations and make appropriate referrals to branch staff.
Perform lobby engagement activities, connect with customers, and position PNC products to meet their needs.
Educate customers on managing financial transactions using technology, tools, and resources.
Apply product and procedural knowledge to solve customer problems and help identify, mitigate, and resolve issues effectively.
Adhere to policies and procedures and exercise sound judgment within established limits.
Complete teller and branch daily operations and maintenance transactions efficiently and accurately.
Support proactive sales conversations through internal and outbound interactions, service-to-sales activity, teller interactions, and lobby engagement.
Support customer loyalty and growth in customers' share of wallet through a differentiated customer experience.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature
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
Up to 11 paid holidays each year
Nine occasional absence days each year, unless otherwise required by law
Between 15 and 25 vacation days each year, depending on career level and years of service