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PNC · 2 weeks ago

Client Experience Associate

Indio, CA

Full-time

Onsite

Entry Level

$43K/yr - $58K/yr

1+ years exp

PNC is a company that values its people as its greatest competitive advantage. As a Client Experience Associate, you will focus on delivering exceptional customer experiences, identifying banking opportunities, and supporting customer loyalty through proactive engagement and education on financial products.

BankingFinanceFinancial Services

No H1B

Responsibilities

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

Qualification

Customer Experience (CX)Client LoyaltyProactive SalesBanking ProductsIdentifying OpportunitiesLeveraging TechnologyBilingual SpanishEffective CommunicationsProblem SolvingAttention to Detail

Required

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

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