Jobs · Finance · Pennsylvania

Client Experience Associate

PNC · Paoli, PA · 3 wk ago
On-siteFinanceFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Remove boilerplate like EEO, legal, etc. Also remove application instructions, cookie/navigation, etc. We need to parse the posting. Let's extract sections: - Position Overview: includes description about PNC, role location, etc. That could be "About the role". We'll put that in

About the role

with

content. - Job Description: list of duties. That's responsibilities. We'll put

Responsibilities

with
  • each duty. - Qualifications: includes "Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role." Then sub-sections: Preferred Skills, Competencies, Work Experience, Education, Certifications, Licenses, Language Assessments. We need to decide which sections to output: maybe "Qualifications" as a heading, then inside we can have sub-sections? The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have headings for Qualifications, Skills, etc. But we should not create thin sections. We need to decide what content is substantive. We have: Preferred Skills: list: Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies: list: Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience: description: Roles at this level typically do not require a university/college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically
  • for any list of duties/requirements/benefits. For qualifications we could have a
      of required qualifications? But the posting doesn't list specific required qualifications besides experience . We also have Benefits section: detailed benefits description. That's substantive. So we will have

      Benefits

      with
      • each benefit. Pay and Schedule: not mentioned. So we should not include those headings. Requirements: maybe we could have a Requirements section that includes work experience, etc. But we already have Qualifications. The instruction list includes Requirements as possible heading. We could put work experience etc under Requirements. But we need to avoid duplication. Let's decide sections: - About the role (position overview) - Responsibilities (job description duties) - Qualifications (maybe combine preferred skills, competencies, work experience, education etc) - Benefits We could also have Skills heading for preferred skills and competencies. But we already have Qualifications; maybe better to split: Skills heading for preferred skills and competencies, and Qualifications heading for work experience, education, certifications, etc. However the instruction says prefer a few substantive sections over many thin ones. So maybe combine into Qualifications. Let's craft:

        About the role

        At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based in Paoli, PA supporting multiple branches in the region. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

        That's the position overview. Now Responsibilities: list each duty from Job Description. Let's extract duties: - 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. Note some duplicates: "Identifies banking opportunities..." and "Identifies opportunities through meaningful conversations..." both similar but we keep both as they are distinct sentences. Now Qualifications: we need to include Preferred Skills, Competencies, Work Experience, Education, Certifications, Licenses, Language Assessments. But we may compress. We could do:

        Qualifications

        • Preferred Skills: Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
        • Competencies: Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
        • Work Experience: Roles at this level typically do not require a university/college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically
        • Education: No degree required.
        • Certifications: No required certifications.
        • Licenses: No required licenses.
        • Language Assessments: No required or preferred language assessments.
        But some of these are thin (education, certifications, licenses, language). Might be considered filler. However they are actual statements of "no requirement". The instruction says avoid filler like "N/A". "No degree required" is similar to N/A. Might be better to omit those and just keep the substantive ones: Preferred Skills, Competencies, Work Experience. But we need a heading; we could still have Qualifications heading with those three subpoints as list items. Let's do that. Now Benefits: we need to list each benefit. From text: "PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service." We can break into list items: - Medical/prescription drug coverage (with a Health Savings Account feature) - Dental and vision options - Employee and spouse/child life insurance - Short and long-term disability protection - 401(k) with PNC match, pension and stock purchase plans - Dependent care reimbursement account - Back-up child/elder care - Adoption, surrogacy, and doula reimbursement - Educational assistance, including select programs fully paid - Robust wellness program with financial incentives - Maternity and/or parental leave - Up to 11 paid holidays each year - 9 occasional absence days each year (unless otherwise required by law) - Between 15 to 25 vacation days each year, depending on career level - Years of service (maybe not needed but it's part of PTO) We'll include as list. Now ensure we don't include boilerplate like EEO, disability accommodations, etc. Remove those. Now output only HTML fragment. Let's craft final HTML:

        About the role

        At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based in Paoli, PA supporting multiple branches in the region. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

        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

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