Client Experience Associate
$37.13k - $61.88kPNC Financial Services Group
Position Overview As a Client Experience Associate within PNC’s Retail organization you will be based in Sacramento, CA. Bilingual Spanish is preferred. This role focuses on delivering a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Responsibilities Process a variety of customer interactions. Educate customers on alternatives available for their financial interactions. Identify banking opportunities during the customer interaction and refer as appropriate. Conduct meaningful conversations with customers to identify opportunities 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 options for managing financial transactions by leveraging technology, tools and resources. Apply product and procedural knowledge to solve customer problems. Adhere to all policies and procedures, demonstrating 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 with a defined sales process, including service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. Support customer loyalty and help grow customer share of wallet through a differentiated customer experience. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Listed below are key skills, competencies, work experience, education, and required certifications/license for success in this position. 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 or college degree. A high school diploma or GED is acceptable, but related experience or product knowledge is often preferred. Typically, less than one year of related experience is required. In lieu of a degree, a comparable combination of education, job‑specific certifications, and experience—including military service—may be considered. Education No Degree Required. Certifications No required certifications. Pay Transparency Base Salary: $37,125.00 – $61,875.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based on company, business, and/or individual performance. Benefits Full‑time employees may receive medical and prescription drug coverage (with a Health Savings Account feature), dental and vision options, life insurance for employees and spouses/children, short‑ and long‑term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, child/elder care backup, adoption, surrogacy, and doula reimbursement, educational assistance for select programs, a robust wellness program with financial incentives, maternity and parental leave, up to 11 paid holidays each year, 9 occasional absence days each year, and 15‑25 vacation days each year based on career level and years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Please include “accommodation request” in the subject line, your name, the job ID, and your preferred method of contact in the email body. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on click.appcast.io and say “Workday” for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. PNC is committed to providing reasonable accommodations to qualified applicants and employees with disabilities. 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California residents should review the California Consumer Privacy Act Privacy Notice for information on how PNC may use or disclose personal information in the hiring process. #J-18808-Ljbffr
$37.13k - $61.88k
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