Client Experience Associate

PNC•Fort Payne, AL
•Onsite

About The Position

The Client Experience Associate works within PNC’s retail organization and is based in Fort Payne, Alabama. The role delivers customer experiences intended to improve financial wellbeing, build loyalty, and increase customers’ share of wallet. It handles a variety of customer interactions, explains available options for financial transactions, identifies banking opportunities, and makes appropriate referrals to branch staff. The associate engages with customers in the lobby, positions relevant PNC products, and helps customers use technology, tools, and resources to manage financial transactions. The role applies product and procedural knowledge to address customer problems and supports efficient, accurate teller and branch operations. Employees are expected to focus on customer needs and satisfaction while assessing and managing risks in accordance with PNC’s Enterprise Risk Management Framework. This is an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The position requires no degree, certification, or license. Related experience or product knowledge may be useful; roles at this level typically require less than one year of related experience.

Requirements

  • Typically less than one year of related experience; related experience or product knowledge may be required to accomplish primary duties.
  • Demonstrate customer focus by prioritizing customer needs and satisfaction and using that understanding to create customized solutions.
  • Demonstrate the ability to assess and manage risks in alignment with PNC’s Enterprise Risk Management Framework.
  • No degree is required; a comparable combination of education, job-specific certifications, and experience may be considered.
  • No required certifications or licenses.

Nice To Haves

  • Accountability
  • Banking or branch banking knowledge
  • Client loyalty and customer experience (CX) skills
  • Customer service skills
  • Ability to identify opportunities
  • Ability to leverage technology
  • Proactive sales skills
  • Accuracy and attention to detail
  • Knowledge of banking products
  • Digital awareness
  • Effective communication
  • Fraud detection and prevention
  • Ability to manage multiple priorities
  • Matrix management
  • Problem solving
  • Understanding customer needs

Responsibilities

  • Deliver customer experiences that support financial wellbeing, customer loyalty, and increased 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 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 or resolve issues.
  • 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.
  • Assess and manage risks associated with business 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, subject to eligibility
  • Up to 11 paid holidays each year, subject to eligibility
  • 9 occasional absence days each year, subject to eligibility and applicable law
  • 15 to 25 vacation days each year depending on career level and years of service
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