Client Experience Associate
PNC Bank
Client Experience Associate
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 Slaughter & South Congress Branch, you will be based in Austin, TX. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.
Job 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.
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 <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
No Required License(s)
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; 9 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.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
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 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.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
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
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.
- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven,...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$50k - $70k
...Grace Lane Financial Partners empowers clients to live their best lives now and in the... ...encouraging clients to maximize their present experiences while ensuring long-term stability, the... ...0 AM – 5:00 PM) JobType: Client Service Associate ExperienceRequirements: 2 – 5 years’ of...SuggestedFull timeRemote workMonday to Friday- ...The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position... ...-focused Lead Advisor to deliver a high-touch client experience. The ideal candidate is detail-oriented, proactive, service...SuggestedWork at officeMonday to Friday
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...for processing at the direction of the FA/PWA Education, Experience, Knowledge, and Skills Education and/or Experience High School...SuggestedWork at officeLocal area
- ...Responsibilities Serve as first level of support to existing clients, managing and coordinating the completion of all language projects... ...analytical skills. Customer service and/or project management experience. Strong organizational skills, attention to detail, and the...SuggestedLocal area
$65k - $75k
...wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of... ...of financial services, client service, or operations experience preferred Series 7 required; 65/66 preferred Strong Excel...Remote work- ...Austin, TX Employment Type: Full-Time About the Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people,...Full time
$45k - $65k
...Job Description Job Description Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,... ...checklists, and SOPs that create a consistent, compliant client experience. Ensure all client communications meet compliance...Full timeWork at officeRemote work- Base-power in Austin, Texas, is seeking a member experience team member to deliver unparalleled support and ensure customer satisfaction. You will engage with customers across multiple platforms, troubleshoot issues, and contribute to product improvements based on feedback...
- ...and creatives solving some of the most complex, interdisciplinary challenges of our time. About the Role As part of our Member Experience team, you will play a vital role in delivering unparalleled support, working directly with customers to provide a world-class experience...Shift work
- ...The Client Services Associate assists one or more Financial Advisor(s) FA(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, pre Client Service, Associate...
- A dynamic company is seeking passionate individuals for a client service leadership role that offers flexibility and mentorship. Candidates will enjoy a supportive work-from-home environment and the opportunity to develop professionally while maintaining a balanced lifestyle...Remote workWork from home
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...legal support services. All services and client partnerships are aided by best-in-breed... ...that can combine your skills, interest and experience. We encourage our employees to have a... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience...Full timeWork at officeLocal area
$70k - $90k
...touch execution, and fully integrated financial stewardship. Guiding Financial is seeking a Fully Remote Operations / Client Service Associate to join our team. As a small, entrepreneurial firm, we offer a dynamic and collaborative work environment where your...Full timeWork at officeRemote workWork from home- A boutique wealth management firm is seeking a Fully Remote Operations / Client Service Associate. This role involves managing client service requests, onboarding, and supporting advisors. Ideal candidates will have strong interpersonal and communication skills and an...Remote work
$76k
...even an experienced attorney looking to expand their legal expertise into a new field. *Qualifications* * 2-4 years of probate experience preferred * Knowledgeable in independent and dependent administrations, general litigation and discovery, and alternative...Full timeWork at officeRemote work- ...This role offers the opportunity to make a significant impact on clients' lives through dedicated legal representation. Duties Manage a... ...Licensed to practice in Texas. 2+ years of Texas criminal experience required. Passion for criminal defense and protecting clients'...Full timeWork at office
$85k - $150k
...heavy admin, leaving you free to focus entirely on legal work and client advocacy. What You Will Do: You will collaboratively... ...Active Texas Law License with demonstrated civil litigation experience. Strong Tech Literacy: Willingness to learn and adopt practice...Work at officeLocal areaShift work$120k - $150k
...operational and marketing support. Receive a steady flow of quality clients so you can focus on practicing law instead of constantly... ...practice and possess at least 3+ years of family law attorney experience. Attorneys with 5+ years of family law experience are strongly...Work at office- ...entrepreneurial environment. The ideal candidate will have 3+ years of experience handling commercial real estate matters, including acquisitions... ...financing, and due diligence. The practice offers significant client contact, meaningful responsibility, and the autonomy to manage...Work at office
$275k - $310k
...us: A nationally recognized litigation firm is seeking an associate to join its expanding appellate practice. The appellate team handles... ...The ideal candidate will have 2–5 years of litigation experience, including substantial experience researching and drafting substantive...Local area- ...the firm in various legal proceedings. Duties Advise municipal clients on legal issues and compliance. Draft and review ordinances,... ...Conduct legal research and prepare legal opinions. Requirements Experience in municipal law or related field preferred. Strong analytical...Local area
- ...is seeking a skilled and dedicated attorney with significant experience in first-party homeowner property claims to join its dynamic team... ...complex coverage issues, and pursuing favorable outcomes for clients throughout Texas. Qualifications: REQUIREMENTS & SKILLS: Full-...Full time
$150k - $180k
...dependability-centered legal services to our valued clients. As a Managing Attorney, you will... ...team leveraging your extensive experience to achieve optimal outcomes for our clients... ...every step of the way. Why Senior Associate Attorneys Thrive with Us : · Dedicated...Work at office- ...litigation, including guardianships and trust disputes. Represent clients in Texas probate courts during will contests and fiduciary... ...a minimum of 2 years in good standing. Minimum of 2 years of experience in estate planning, probate, and guardianship (5+ years preferred...Temporary workRemote work
$95k - $130k
...advocacy excellence, and driven to make a lasting difference in our clients’ lives. We are hiring a Removal Defense Immigration... ...: Language: MUST BE BILINGUAL IN ENGLISH AND SPANISH Experience: 1–5 years of experience as an immigration attorney with a focus...Work at officeRemote work$90k - $115k
...~Paid Time Off and Holiday Time Off (varies by site/state) ~Associate Shopping Program ~Health and Wellness Programs ~Discount Marketplace... .... MBA or equivalent is preferred. 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS...Summer workLocal areaFlexible hours- ...firm led by attorney Jason Feltoon, dedicated to representing clients who have been harmed due to negligence or accidents. The firm... ...legal research, brief writing, and oral argument preparation. Experience reviewing trial records, identifying issues for appeal, and drafting...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Associate. Be the first to apply!


