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PNC · 13 hours ago

Client Experience Associate

Miami, FL

Full-time

Onsite

Entry Level

1+ years exp

PNC is a company that values its employees and aims to deliver the best experience for its customers. The Client Experience Associate role focuses on enhancing customer financial wellbeing, fostering loyalty, and providing tailored banking solutions through effective communication and engagement.

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 LoyaltyBankingProactive SalesLeveraging TechnologyAccuracyUnderstanding Customer NeedsEffective CommunicationsProblem SolvingAttention to Detail

Required

Bilingual in Spanish preferred

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

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