Client Experience Associate
About the role
As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Dallas, TX at the Lakewood Dallas branch. Bilingual in Spanish preferred.
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.
- 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.
Requirements
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Qualifications
- Accountability
- Banking
- Branch Banking
- Client Loyalty
- Customer Experience (CX)
- Customer Service
- Identifying Opportunities
- Leveraging Technology
- Proactive Sales
Preferred Skills
- 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
Language Assessments
Spanish Speaking - Preferred
Benefits
- 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
- Education Assistance, including select programs fully paid
- A robust wellness program with financial incentives
Paid Time Off
- 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
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.