Client Experience Associate

PNC Financial Services Group, Inc.; Wellington (FL); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) with company match

Paid time off and holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Wellington, FL. This in-office role supports multiple branches and focuses on delivering a differentiated customer experience to improve financial wellbeing and loyalty.

Bilingual Spanish is preferred to assist a diverse customer base and grow branch engagement. The position emphasizes proactive conversations, product knowledge, and adherence to policies, with a strong emphasis on lobby engagement, referrals, and

Qualifications

• Typically no degree required; related experience or product knowledge may be considered.
• Spanish language preferred for communication with customers.

Responsibilities

• Delivers a unique customer experience aimed at supporting financial wellbeing and loyalty.
• Educates customers on alternatives for their financial interactions.
• Identifies banking opportunities during customer interactions and makes referrals to branch staff.
• Performs lobby engagement activities to connect with customers and promote PNC products.
• Supports proactive sales conversations through a defined process including service to sales and teller interactions.
• Assists in maintaining efficient branch operations and accurate transactions.

Skills

Customer Service

Banking

Accountability

Proactive Sales

Job description

## Client Experience AssociateApply: FL - Wellington: Full time: Posted Today: R236781# **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 Wellington, FL 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 <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## **Certifications**No Required Certification(s)## **Licenses**No Required License(s)## **Language Assessments**Spanish Speaking - Preferred# **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; 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.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.