Client Experience Associate

PNC•Valley Forge, TN

3d•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and contribute to an inclusive workplace. This Client Experience Associate role is part of PNC's Retail organization and is based at the Valley Forge branch in King of Prussia, Pennsylvania. The role is in-office. Spanish is preferred. The associate delivers customer experiences intended to support financial wellbeing and customer loyalty while increasing share of wallet. The role handles customer interactions, explains financial transaction options, identifies banking opportunities, and refers customers to branch staff or appropriate products and services. It also supports lobby engagement, branch operations, and proactive service-to-sales conversations while following policies and managing risk. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The role typically does not require a university or college degree, high school diploma, or GED, though related experience or product knowledge may be needed. Typically, less than one year of related experience is expected; comparable combinations of education, job-specific certification, and experience may be considered. No certifications or licenses are required.

Requirements

Typically less than one year of related experience; related product knowledge may be needed.
Demonstrate appropriate knowledge, skills, and abilities for the role, including accuracy and attention to detail, knowledge of banking products, digital awareness, effective communication, fraud detection and prevention, managing multiple priorities, problem solving, and understanding customer needs.
No university or college degree, high school diploma, or GED is typically required; comparable combinations of education, job-specific certifications, and experience may be considered.
No required certifications.
No required licenses.

Nice To Haves

Spanish speaking ability; bilingual Spanish is preferred.
Skills in accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.

Responsibilities

Deliver customer experiences that support financial wellbeing and build customer loyalty and share of wallet.
Process a variety of customer interactions and educate customers about alternatives 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.
Explain options for managing financial transactions using technology, tools, and resources.
Apply product and procedural knowledge to solve customer problems and help mitigate and resolve issues.
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, service-to-sales conversations, teller interactions, and lobby engagement.
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with 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.
15 to 25 vacation days each year, depending on career level and years of service.