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PNC · 1 day ago

Client Experience Associate

Pinecrest, FL

Full-time

Onsite

Entry Level

1+ years exp

PNC is a financial services company that values its employees as its greatest differentiator. The Client Experience Associate will deliver exceptional customer service, improve customer financial wellbeing, and support sales initiatives within the Retail Banking organization.

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

Demonstrate appropriate knowledge, skills, and abilities for the role

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions

Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities