Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Experience Associate

$43.16k - $63.05k

P N C Bank NA

Description 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications 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. 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 Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $43,160.00 – $63,050.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Benefits 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; 8 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. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . 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. 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. 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. #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Experience Associate in Walnut Creek, CA vacancy
  • $25 - $44 per hour

    This role is responsible for providing client service support to multiple Financial Advisors (FAs) and for serving as the primary point...  .... Industry knowledge and understanding of investment products. Experience working with clients, quickly fulfilling their needs,... 
    Suggested
    Hourly pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    Walnut Creek, CA
    4 days ago
  • $68k - $120k

     ...Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/...  ...or unregistered Client Service Associate responsibilities at the request of the client...  ...directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE And SKILLS 2+ years of work... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Walnut Creek, CA
    2 days ago
  • $34.32k - $90k

    Job Description Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth...  ...for processing at the direction of the FA/PWA Education, Experience, Knowledge, and Skills High School Diploma/Equivalency;... 
    Suggested
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Walnut Creek, CA
    15 hours ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will...  ...base salary determined based on the role, experience, skill set and location. Those in... 
    Suggested

    JPMorganChase

    Walnut Creek, CA
    1 day ago
  • $34.32k - $90k

     ...MS Smith Barney, LLC in Walnut Creek is seeking Registered Client Service Associates to provide exceptional service to clients and support...  ...marketing strategies. The ideal candidate will have industry experience and relevant certifications, as well as exceptional organizational... 
    Suggested

    711 MS Smith Barney, LLC

    Walnut Creek, CA
    4 days ago
  • $55k - $75k

     ...oriented? Do you enjoy working with data and supporting client relationships? We’re looking for a Client Associate to: Support the preparation of reports,...  ...Bachelor’s degree preferred Professional or academic experience in finance, research, or analytical roles Strong... 
    Full time
    Work at office

    UBS

    Danville, CA
    6 hours ago
  • $50.1k - $82.8k

     ...Job Title Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during... 
    Part time
    Work experience placement
    Local area
    Immediate start

    Bmo

    San Ramon, CA
    4 days ago
  • $45k - $75k

     ...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... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Walnut Creek, CA
    more than 2 months ago
  •  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Walnut Creek, CA
    26 days ago
  •  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Walnut Creek, CA
    a month ago
  • $30.77 - $35.9 per hour

     ...and industry expertise helps support our clients' regional and global needs. We have...  ...team! JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private...  ...will be determined based on your experience, skills, training, certifications and education... 
    Hourly pay
    Daily paid
    Contract work
    Temporary work
    Local area
    Remote work

    EPIC Brokers

    San Ramon, CA
    1 day ago
  • $34.32k - $90k

     ...Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/...  ...processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Walnut Creek, CA
    15 hours ago
  • $87.1k - $94.7k

     ...Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/...  ...or unregistered Client Service Associate responsibilities at the request of the client...  ...directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: • 2+ years of... 
    Full time
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Walnut Creek, CA
    15 hours ago
  • As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors book of business including... 

    JPMorgan Chase & Co.

    Walnut Creek, CA
    1 day ago
  • JPMorganChase is seeking a Private Client Investment Associate to provide client service and operational support within their Wealth Management division. Responsibilities include supporting Advisors with operational requests, building client relationships, engaging in risk... 

    JPMorganChase

    Walnut Creek, CA
    1 day ago
  • JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Walnut Creek, California. This role involves providing operational support and client service to Private Client Advisors. You'll facilitate operational requests, manage client relationships, and assist... 

    JPMorgan Chase & Co.

    Walnut Creek, CA
    2 days ago
  • $135k

     ...writing skills and at least one (1) to fifteen (15) years of experience in all phases of insurance defense litigation including case management...  ...cases. The General Liability Practice partners and senior associates are seasoned and well‑respected trial attorneys who have broad... 
    Work at office

    Lewis Brisbois Bisgaard & Smith

    Walnut Creek, CA
    3 days ago
  • $120k - $225k

     ...special districts, providing legal counsel that shapes public policy and governance. We’re looking for a candidate with municipal law experience who thrives in a collaborative, inclusive environment and is passional about public service. Expertise in governance and... 

    Lozano Smith

    Walnut Creek, CA
    1 day ago
  • $140k - $160k

     ...catastrophic injury, and wrongful death claims for a diverse range of clients, including individuals, businesses, and organizations. This is...  ...backbone of a larger firm. Requirements ~3 - 5+ years of experience as a litigation attorney handling general liability,... 
    Contract work
    Work at office
    Remote work

    Bremer Whyte Brown & O'Meara, LLP

    Walnut Creek, CA
    1 day ago
  • $145k - $195k

     ...commitment to excellence in the attorneys and staff it attracts as well as the services we deliver to clients. We are seeking an attorney with 3 -10 years of experience in litigation to join our Bay Area- Walnut Creek office. We are looking for an attorney who is... 
    Work at office
    Flexible hours

    Haight Brown & Bonesteel

    Walnut Creek, CA
    1 day ago
  • $125k - $175k

     ...Join Collins + Collins as an Associate Attorney! Collins + Collins (C+C) is looking for...  ...motions— and build strong relationships with clients. About Collins + Collins C+C...  ...State Bar in good standing ~3+ years’ experience in civil litigation ~ Strong writing,... 
    Work at office
    Remote work
    Flexible hours

    Collins + Collins LLP

    Walnut Creek, CA
    3 days ago
  • $120k - $225k

     ...Opportunity: Our Walnut Creek office is currently seeking an associate attorney for our special education practice. Lozano Smith is known...  ...in California. The ideal candidate will have 3 years of experience as a practicing attorney and be interested in special education... 
    Work at office

    Lozano Smith

    Walnut Creek, CA
    4 days ago
  • $160k - $200k

     ...attorneys interested in building long-term careers with our firm. Qualifications include: • Minimum 3-5 years of litigation experience • Deposition and law and motion experience required • Trial or arbitration experience preferred • Strong writing and... 
    Contract work

    Hughes Gill Cochrane Tinetti, P.C.

    Walnut Creek, CA
    15 hours ago
  • $110k

     ...Position Requirements Juris Doctor (JD) and active membership, in good standing, with any state bar At least three (3) years of experience as a Conflicts Attorney in a large law firm environment is preferred but not required At least one (1) year of cumulative experience... 
    Work at office

    Lewis Brisbois Bisgaard & Smith

    Walnut Creek, CA
    1 day ago
  • $135k

     ...Malpractice Practice. The ideal candidate will be admitted to practice in California and have at least one (1) to fifteen (15) years of experience representing healthcare providers in state and federal courts and administrative proceedings. Experience defending and litigating... 
    Work at office

    Lewis Brisbois Bisgaard & Smith

    Walnut Creek, CA
    1 day ago
  • $100k - $120k

     ...120,000 Annually + Signing Bonus Qualifications 1-3 years of experience. Construction defect experience is a plus. Excellent written...  ...Mediation and dispute resolution. Prior experience with community association law is a plus. Preparing pleadings, motions, written and... 
    Full time
    Temporary work
    Work at office
    Remote work
    Relocation package
    Monday to Friday

    Berding-

    Walnut Creek, CA
    5 days ago
  •  ...consumer protection and a minimum of seven years of litigation experience. This role offers the opportunity to engage in complex...  ...trial strategy. Oversee and mentor entry-level and mid-level associates. Collaborate on policy implementation and improvements. Support... 
    Work from home
    Monday to Friday

    BCG Attorney Search

    Walnut Creek, CA
    1 day ago
  • $130k - $230k

     ...highly motivated Mid‑Level Attorney with experience in probate, trust, and estate...  ..., and other legal documents. Represent clients in court appearances, mediation, and settlement...  ...opportunities, including CLE programs and bar association memberships. A supportive and... 

    Career Consulting Partners,LLC

    Walnut Creek, CA
    5 days ago
  • $200k - $280k

     ...member of the California State Bar with a minimum of ten years of experience as a litigation attorney, with priority given to attorneys with...  ...required. Job Duties: Working up a case from initial client contact to trial (under the guidance of a supervising Partner).... 
    Full time
    Work at office

    DeHay & Elliston, LLP

    Walnut Creek, CA
    22 days ago
  •  ...We are seeking a motivated and hardworking Associate Attorney in our Walnut Creek, California office...  ...group. The ideal candidate has at least 4+ years’ experience. This individual will maintain positive contact with clients, observe confidentiality of client matters, and... 
    Work at office
    Local area

    Freeman Mathis & Gary, LLP

    Walnut Creek, CA
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Experience Associate. Be the first to apply!