Client Experience Associate

PNC Bank•Philadelphia, PA

7d•Onsite

About The Position

As a Client Experience Associate in PNC's Retail organization, based in Philadelphia, PA, you will deliver customer experiences that support financial wellbeing and loyalty while helping increase customers' share of wallet. The role processes a variety of customer interactions, educates customers about financial transaction options, and identifies opportunities to connect customers with relevant banking products and branch staff. It also includes lobby engagement and support for efficient, accurate teller and branch operations. The position supports proactive sales conversations through internal and outbound interactions and a defined sales process. Associates use product, procedural, and technology knowledge to address customer needs and resolve problems, while adhering to policies, procedures, and established risk-management practices. PNC describes this as an in-office role and notes that it 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 required to accomplish the primary duties.
A university or college degree, high school diploma, or GED is typically not required at this level.
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Demonstrate appropriate knowledge, skills, and abilities for the role.
No required certifications.
No required licenses.

Nice To Haves

Accountability
Banking or branch banking knowledge
Client loyalty
Customer experience and 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 aimed at improving financial wellbeing, creating loyalty, and increasing share of wallet.
Process a variety of customer interactions and educate customers on alternatives for financial interactions.
Identify banking opportunities during customer interactions and make appropriate referrals to branch staff.
Perform lobby engagement activities to 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.
Adhere to policies and procedures and demonstrate 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 activities, teller interactions, and lobby engagement.
Support customer loyalty and growth in customer share of wallet through a differentiated customer experience.
Assess and effectively 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
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
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level and years of service