Client Experience Associate

PNC; Deerfield Beach (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical and Prescription Coverage

Dental and Vision Options

401(k) with PNC match

Generous paid time off

Job summary

PNC Hillsboro at Federal Branch in Deerfield Beach, FL seeks a Client Experience Associate to deliver a differentiated customer experience, educate customers on digital tools, and grow loyalty. Bilingual in Spanish or Portuguese preferred; no degree required.

This on-site role supports a defined sales process and customer needs with branch staff referrals. You will help identify banking opportunities during conversations, promote PNC products, and ensure accurate branch operations while

Qualifications

• No university degree required; related experience may be considered.
• Bilingual in Spanish or Portuguese preferred.

Responsibilities

• Deliver a customer experience aimed at improving financial wellbeing and loyalty.
• Educate customers on alternatives available for their financial interactions.
• Identify banking opportunities during customer interactions and refer as appropriate.
• Identify opportunities through conversations with customers and refer to branch staff as needed.
• Perform lobby engagement to connect with customers and promote PNC products while educating on digital tools.

Skills

Customer Service

Banking

Customer Experience

Branch Banking

Client Loyalty

Proactive Sales

Identifying Opportunities

Leveraging Technology

Accountability

Education

No Degree required

Job description

Client Experience Associate

Position: Client Experience Associate (Bilingual in Spanish or Portuguese preferred). Location: PNC Hillsboro at Federal Branch, 1051 E Hillsboro Blvd, Deerfield Beach, FL 33441.

Job Description

• Delivers 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 efficiently and accurately.
• 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.

Employee Expectations

• 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 solutions.
• Managing Risk – Assessing and effectively managing all risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.

Preferred Skills

• Accountability
• Banking
• Branch Banking
• Client Loyalty
• Customer Experience (CX)
• Customer Service
• Identifying Opportunities
• Leveraging Technology
• Proactive Sales

Competencies

• Accuracy and Attention to Detail
• Banking Products
• Digital Awareness
• Effective Communications
• Fraud Detection and Prevention
• Managing Multiple Priorities
• Matrix Management
• Problem Solving
• Understanding Customer Needs

Work Experience

Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.

Education

No Degree required.

Certifications & Licenses

No required certification(s) or license(s).

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with 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; backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.