Client Experience Associate

PNC; Scottsdale (AZ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) match

Educational assistance

Wellness program

Parental leave

Paid holidays

Vacation days

Job summary

PNC in Scottsdale, AZ is seeking a Client Experience Associate in Retail Banking to deliver a personalized customer experience, educate customers on financial options, and grow branch share of wallet through proactive service and referrals. You will engage customers in-branch, support lobby activities, and help solve problems using available tools, while adhering to policies.

Spanish language skills are preferred; this is an in-office role with no visa sponsorship.

Qualifications

• Experience or knowledge in banking is preferred.
• Roles at this level typically do not require a university degree.
• Strong customer service and communication skills are essential.

Responsibilities

• Deliver a personalized customer experience to improve financial wellbeing and loyalty.
• Educate customers on available options and refer opportunities to branch staff.
• Identify banking opportunities through meaningful conversations with customers.
• Engage in lobby activities to connect with customers and promote PNC products.
• Ensure branch operations and maintenance transactions are accurate and efficient.

Skills

Accountability

Banking

Branch Banking

Customer Service

Proactive Sales

Leveraging Technology

Identifying Opportunities

Customer Experience (CX)

Effective Communications

Problem Solving

Understanding Customer Needs

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 Banking organization, you will be based in Scottsdale, AZ supporting multiple branches in the region.

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 solutions. Managing Risk - Assessing and effectively managing all of the 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. 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
• 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
• years of service