Client Experience Associate

PNC•Fish Hawk (FL533), FL
•Onsite

About The Position

At PNC, employees work together to deliver strong customer experiences in an inclusive workplace. This Client Experience Associate role is part of PNC's Retail Branch organization and is based in the Lithia, Florida branch at 5606 Fishhawk Crossing Blvd. The position is in-office. Spanish bilingual ability is preferred. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The associate delivers customer experiences designed to improve financial wellbeing and loyalty while growing customers’ share of wallet. The role handles varied customer interactions, explains financial transaction options, identifies banking opportunities, and makes referrals. It also supports branch and teller operations, uses product and procedural knowledge to resolve customer issues, and follows applicable policies and procedures. The associate is expected to focus on customer needs and satisfaction and manage risks in accordance with PNC’s Enterprise Risk Management Framework. The position typically requires less than one year of related experience. A degree is not required; comparable combinations of education, job-specific certifications, and experience, including military service, may be considered. No certifications or licenses are required.

Requirements

  • Typically less than one year of related experience; related experience or product knowledge may be needed to perform primary duties.
  • No degree is required. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
  • No required certifications.
  • No required licenses.
  • Demonstrate customer focus by prioritizing customer needs and satisfaction and using that understanding to create customized solutions.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.

Nice To Haves

  • Bilingual Spanish ability; Spanish speaking assessment is preferred.
  • Skills in accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies in 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 and loyalty and increase customers’ share of wallet.
  • Process a variety of customer interactions and educate customers about available options for financial transactions.
  • Identify banking opportunities in 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 solve customer problems and help mitigate and resolve issues.
  • Adhere to 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.
  • Support customer loyalty and growth in customer share of wallet through a differentiated customer experience.
  • 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.
  • Backup 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.
  • 15 to 25 vacation days each year, depending on career level and years of service.
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