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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-timeSarasota, FL, USANo salary listed

About the Job

Requirements

  • Typically requires less than one year of related experience.
  • Candidates should have knowledge, skills, and abilities appropriate to the role; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • The role requires customer focus, including aligning decisions with customer needs and satisfaction and using that understanding to create customized customer solutions.
  • The role requires managing risk by assessing risks associated with business objectives and activities and adhering to PNC's Enterprise Risk Management Framework.
  • Relevant skills and competencies include accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, proactive sales, accuracy and attention to detail, banking products, digital awareness, fraud detection and prevention, managing multiple priorities, matrix management, problem solving, and understanding customer needs.

Responsibilities

  • Deliver a customer experience that supports customers’ financial wellbeing and loyalty while increasing share of wallet; process customer interactions, educate customers about available financial interaction options, identify banking opportunities, and make referrals as appropriate.
  • Identify opportunities through meaningful conversations with customers and make appropriate referrals to branch staff.
  • Conduct lobby engagement to connect with customers and position PNC products to meet customer needs; educate customers about 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; complete teller and branch daily operations and maintenance transactions efficiently and accurately.
  • Support proactive sales conversations through internal and outbound interactions using the defined sales process, including service-to-sales, teller interactions, and lobby engagement.
  • Support customer loyalty and help 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

  • Preferred skills include accountability, banking, branch banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.

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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