Client Experience Associate

PNC Financial Services Group, Inc.; Escalon (CA); Hybrid; USD 42,000 - 54,000; Full time

Job summary

PNC Financial Services Group, Inc. seeks a Client Experience Associate to deliver an exceptional customer experience and identify banking opportunities during customer interactions.

The role focuses on educating customers, referring opportunities to branch staff, and supporting sales through proactive lobby engagement. Responsibilities include assisting with teller operations, leveraging technology to guide customers, and ensuring branch activities align with policies and procedures to protect

Qualifications

• Delivers a unique customer experience and educates customers on alternatives.
• Identifies banking opportunities and refers as appropriate.
• Performs lobby engagement activities to connect with customers.
• Supports proactive sales conversations using a defined process.
• Adheres to policies and procedures and ensures teller/branch operations are accurate.

Responsibilities

• Connect with customers to position PNC products to meet their needs.
• Educate customers on options for managing financial transactions via technology and resources.
• Apply product and procedural knowledge to solve customer problems and drive loyalty.
• Support sales conversations and referrals through lobby interactions and service-to-sales steps.

Skills

Customer service

Sales & referrals

Lobby engagement

Teller operations

Problem solving

Job description

## Client Experience Associate* 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's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our.