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PNC · 1 day ago

Client Experience Associate

San Carlos, CA

Full-time

Onsite

Entry Level

$43K/yr - $63K/yr

1+ years exp

PNC is a company that values its employees as a competitive advantage in the market. The Client Experience Associate role focuses on delivering exceptional customer service, improving financial wellbeing, and fostering customer loyalty through meaningful interactions and referrals.

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 LoyaltyIdentifying OpportunitiesBankingProactive SalesAccuracyManaging Multiple PrioritiesDigital AwarenessFraud DetectionPreventionLeveraging TechnologyEffective CommunicationsProblem SolvingAttention to Detail