Client Experience Associate

PNC; Rowlett (TX); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) with PNC match

Educational assistance

Wellness program

Paid time off

Job summary

PNC is seeking a Client Experience Associate based in Rowlett, TX. The role focuses on delivering a superior customer experience aimed at improving financial wellbeing and loyalty, with opportunities to educate customers and refer to branch staff.

The position emphasizes proactive sales through lobby engagement and the use of technology to assist customers, with an in-office, community-focused environment. Spanish speaking is preferred but not required.

Qualifications

• No university degree required; related experience may be needed.
• Spanish language ability is preferred.
• Strong customer service and communication skills are essential.

Responsibilities

• Deliver a unique customer experience to improve financial wellbeing and loyalty.
• Educate customers on alternatives and refer to branch staff.
• Engage customers through lobby activities and use technology to assist.
• Support proactive sales conversations through a defined sales process.

Skills

Customer Service

Banking Knowledge

Communication

Proactive Sales

Digital Awareness

Education

No Degree

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 Client Experience Associate within PNC's retail organization, you will be based in Rowlett, TX, at the Rowlett branch.

Bilingual-Spanish preferred.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

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

Education

No Degree

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

Spanish Speaking - Preferred

Benefits

• 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
• back-up 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.

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