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Client Experience Associate

PNC Financial Services Group, Inc.

Client Experience Associate At PNC, we pride ourselves in delivering the best experience for our customers and fostering an inclusive workplace culture. This in‑office role is based in Fort Worth, TX at the Mercantile branch. Position Overview This position focuses on providing a unique customer experience that improves financial wellbeing and builds loyalty while increasing share of wallet. The associate identifies banking opportunities, educates customers, engages in lobby activities, and supports proactive sales conversations. Responsibilities Deliver a unique customer experience that helps improve customer financial wellbeing and creates loyalty. Process a variety of customer interactions and provide product and procedural guidance. Educate customers on financial alternatives and options for managing transactions through technology and tools. Identify banking opportunities during customer conversations and refer appropriately to branch staff. Perform lobby engagement activities to connect with customers and position PNC products to meet their needs. 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, including service‑to‑sales, teller interactions, and lobby engagement. Drive customer loyalty and help grow customer share of wallet through a differentiated customer experience. Key Competencies Customer Focused – knowledgeable of values and practices that align customer needs and satisfaction as a primary consideration. Managing Risk – assess and effectively manage all risks associated with business objectives and activities, supporting PNC’s Enterprise Risk Management Framework. Qualifications Success in this role requires appropriate knowledge, skills, and abilities. Preferred Skills Accountability Banking Branch Banking Client Loyalty Customer Experience (CX) Customer Service Identifying Opportunities Leveraging Technology Proactive Sales Accuracy and Attention to Detail 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, although related experience or product knowledge may be required. Typically Education & Credentials Education – No degree required. Certifications – No required certifications. Licenses – No required licenses. Benefits Medical/Prescription drug coverage including a Health Savings Account (HSA) Dental and vision coverage Life insurance for employee and spouse/child Short‑term and long‑term disability protection 401(k) with PNC match, pension and stock purchase plans Dependent care reimbursement account Backup child/elder care Adoption, surrogacy, and doula reimbursement Educational assistance, including selected programs fully paid 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) 15‑25 vacation days per year, depending on career level and years of service Equal Employment Opportunity 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 Section 19 of the FDIA and, for registered roles, the SAFE Act and/or FINRA. California Residents – Privacy Notice Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC Financial Services Group, Inc.

Vacancy posted 4 days ago
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