Client Experience Associate

PNC; Clifton (NJ); On-site; USD 42,000 - 54,000; Full time

Job summary

PNC is seeking a Full Time Client Experience Associate based at the Allwood Branch in Clifton, New Jersey. The role focuses on delivering a superior customer experience, educating customers on banking options, and referring opportunities to branch staff.

Bilingual Spanish preferred. This position emphasizes in-office collaboration within a supportive culture, with expectations around daily branch operations and customer loyalty.

Qualifications

• Experience in customer-facing financial services.
• Ability to identify opportunities and refer to branch staff.
• Strong communication and problem-solving skills.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
• Educates customers on alternatives and refers opportunities to appropriate staff.
• Performs lobby engagement to connect with customers and position PNC products.
• Applies product and procedural knowledge to resolve customer issues.
• Supports proactive sales conversations through a defined process and lobby engagement.
• Ensures branch daily operations are efficient and accurate.

Skills

Customer service

Sales referrals

Banking products knowledge

Spanish language

Tools

Core banking software

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Full Time Client Experience Associate within PNC’s Metro Market and Mid Market Region. You will be based in the Allwood Branch (Clifton) New Jersey.

Bilingual Spanish Preferred.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
• Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Applies product and procedural knowledge to solve customer’s problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer