Client Experience Associate
$37.13k - $61.88kPNC Financial Services Group
Position Overview 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 organization, you will be based in Palm Springs, CA. Bilingual Spanish preferred. This is an in‑office role that fosters a collaborative and supportive culture where employees can thrive. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates should confirm branch hours and shift details with their recruiter and hiring manager. Responsibilities Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing the 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. 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 customers’ problems. Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed efficiently and accurately. Supports proactive sales conversations through internal and outbound interactions with a defined sales process, ultimately elevating client loyalty. Supports customer loyalty and helps grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to mitigate and resolve customer problems effectively to drive customer loyalty. Qualifications Preferred skills: Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales, 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: typically Education: high school diploma or GED acceptable; no degree required. No required certifications or licenses. Payment & Benefits Base salary: $37,125.00 – $61,875.00 (may vary by location, market data, skills, experience, and education). This role is incentive eligible based on company, business and/or individual performance. Benefits include medical, prescription drug coverage (with an HSA), dental and vision, life insurance for employee and spouse/child, 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 fully paid select programs), wellness program with financial incentives, paid time off (maternity and/or parental leave; up to 11 paid holidays; 9 occasional absence days; 15‑25 vacation days depending on career level). To learn more about benefits, visit pncthrive.com. Application Window This opening is expected to be posted for two business days from 06/29/2026, though it may remain open longer at discretion. Disability Accommodations If an accommodation is required to participate in the application process, contact View email address on click.appcast.io or call View phone number on click.appcast.io and say "Workday". All information provided will be kept confidential and used only to the extent required to provide reasonable accommodations. 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 FDIA and the SAFE Act and/or FINRA. #J-18808-Ljbffr
$49.5k - $77k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... ...? Must-have Bachelor’s degree or job-related experience Strong soft skills including verbal and written communication...SuggestedFull timeFlexible hours- ...school and licensed with the California State Bar. Preferred 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents...SuggestedFull time
$40 - $45 per hour
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$22 - $24 per hour
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$158k - $205k
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