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PNC Financial Services

Runs a national bank for people and businesses

Client Experience Associate

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeEscalon, CA, USA

About the Job

Requirements

  • Typically less than one year of related experience; related experience or product knowledge may be required to accomplish primary duties.
  • A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • Preferred skills include accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies include accuracy and attention to detail, banking products, digital awareness, effective communications, fraud detection and prevention, managing multiple priorities, matrix management, problem solving, and understanding customer needs.

Responsibilities

  • Deliver a customer experience focused on improving customers’ financial wellbeing and loyalty while increasing share of wallet.
  • Process customer interactions and educate customers about available alternatives for financial interactions.
  • Identify banking opportunities during customer interactions and make appropriate referrals to branch staff.
  • Perform lobby engagement activities to connect with customers and position PNC products to meet their needs.
  • Educate customers on managing financial transactions by leveraging technology, tools, and resources.
  • Apply product and procedural knowledge to solve customer problems.
  • Adhere to policies and procedures and demonstrate sound judgment within established limits.
  • Ensure teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
  • Support proactive sales conversations through internal and outbound interactions using a defined sales process, including service-to-sales, teller interactions, and lobby engagement.
  • Support customer loyalty and grow customer share of wallet through a differentiated customer experience.
  • Identify, mitigate, and resolve customer problems effectively to drive customer loyalty.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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