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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-timeScottsdale, AZ, USANo salary listed

About the Job

Requirements

  • Typically less than one year of related experience; related experience or product knowledge may be needed to accomplish primary duties.
  • Must demonstrate appropriate knowledge, skills, and abilities for the role.
  • Spanish speaking is preferred, not required.

Responsibilities

  • Deliver a customer experience intended to improve customer financial wellbeing and loyalty while increasing share of wallet; process customer interactions, educate customers about available financial transaction alternatives, identify banking opportunities, and make referrals as appropriate.
  • Identify opportunities through meaningful customer conversations and make appropriate referrals to branch staff.
  • Perform lobby engagement activities, connect with customers, position PNC products to meet their needs, and educate customers on transaction-management options using technology, tools, and resources.
  • Apply product and procedural knowledge to solve customer problems.
  • Follow policies and procedures and exercise 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, to elevate client loyalty.
  • Support customer loyalty and grow customer share of wallet through a differentiated customer experience; apply basic product and procedural knowledge to identify, mitigate, and resolve customer problems effectively.

Desired Qualifications

  • Accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Spanish speaking.

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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