Client Experience Associate
Fairygodboss
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers. We work together daily to foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Celina, TX at the Ownsby Farms branch. Bilingual in Spanish preferred. 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 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 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. Values and Expectations 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 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, but 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). Benefits Medical and prescription drug coverage (with a Health Savings Account feature). Dental and vision coverage. Employee and spouse/child life insurance. Short‑term and long‑term disability protection. 401(k) with PNC match, pension and stock purchase plans. Dependent care reimbursement account and backup child/elder care. Adoption, surrogacy, and doula reimbursement. Educational assistance, including fully paid select programs. Robust wellness program with financial incentives. Paid time off: maternity/parental leave, up to 11 paid holidays per year, 9 occasional absence days per year, 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 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 Fairygodboss
$65k - $80k
...financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service... ...~ Salary range of $65K-80K , commensurate with relevant experience ~ Quarterly Bonus Plan ~ Great Work/Life Balance with...SuggestedWork experience placementWork at officeRemote workMonday to Friday- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent...SuggestedWork at officeImmediate start
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...a high level of customer service. Education/Previous Experience ~ High School Diploma or equivalent and one (1) or more...SuggestedWork experience placementWork at office
- ...National Bank in Frisco, Texas is looking for a Relationship Associate I to provide administrative services and customer assistance in... ...lifecycle. Ideal candidates should have 3-5 years of banking experience, strong organizational and customer service skills, and proficiency...SuggestedFull timeWork at office
- ...day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has...SuggestedFull time
- ...The Client Services Associate (CSA) is responsible for providing service at the highest level for all Client interaction. The CSA is the "face" of the company and will interact with clients to provide information in response to inquiries about products and services...
- Neighborhood Credit Union in Prosper, Texas is looking for a dedicated member service representative. This role involves assisting members with their financial needs, providing education on digital banking platforms, and delivering exceptional service consistently. You ...
- ...part of our branch serving financial advisors and our clients. As a Senior Client Associate/Registered Client Associate, become a trusted resource... ...succeed? Must-have Bachelor’s degree or job-related experience Strong soft skills including verbal and written communication...Full timeFlexible hours
- ...collaborate with school staff to meet the diverse needs of the school community. Qualified applicants need to be a Registered Nurse licensed in Texas with previous school nursing experience, along with a strong commitment to the values of Catholic education. #J-18808-Ljbffr...
- ...best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect,...Full time
$15.75 per hour
...that vision to life through our values and culture. Learn more about Target here. ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest interaction, loyalty enrollment and store...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$100k - $150k
...basis. The successful candidate will have a minimum of 5 years of experience in the legal industry, with a focus on estate planning. This... ...involves providing expert legal advice and assistance to our clients in relation to estate planning matters, including wills,...Permanent employmentLocal area$165k - $210k
...discovery, depositions, trials, settlement negotiations. Represent clients in cases involving Labor Code § 132a, serious & willful... ...: Base salary of $160,000–$200,000+, commensurate with your experience and billable goals. Generous origination bonuses and additional...Local areaRemote work$250k - $300k
...outside counsel, and plays a direct role in complex financing and high‐impact business transactions. This corporate attorney will have experience managing, handling, and advising on securities and corporate governance matters, developed through law firm and in-house roles,...Relocation- ...arguments to specific claim groups Coordinate with partners, associates, and paralegals Identify issues, trends, and opportunities for... ...-level responsibility Qualifications 4–10 years of litigation experience Strong writing, analytical, and organizational skills Ability...
$50k - $65k
...Position Title: Junior Associate Disability Attorney Description Description Would... ...you like to join a legal team that helps clients get justice in their disability claims?... ...Range is $50k-$65k Annually Depending on Experience As a Junior Associate Attorney, you will...Full timeRemote workWork from homeHome office- ...Position Title: Associate Disability Attorney Description Would you like to join a legal team that helps clients get justice in their disability claims? Heard & Smiths core... ...candidate will have at least 1-3 years of experience practicing Social Security Disability...Full timeRemote workWork from homeHome office
- ...as necessary and will need reliable personal transportation readily available. Qualifications: Associate degree preferred Minimum of one-year related experience preferred, preferably in healthcare. Relevant education may substitute experience requirements....Temporary workWork at officeFlexible hours
$180k - $210k
...confident legal writer with approximately 8-12 years of litigation experience and a demonstrated ability to independently draft and respond... ...in active litigation matters Professional judgment and client-facing communication skills Preferred (But Not Required) Judicial...$100k - $150k
...Frisco, Texas. The ideal candidate will have at least 5 years of experience in estate planning, providing expert legal advice on wills,... ...ensure compliance with estate planning laws, and participate in client relationship management and business development initiatives....Permanent employment- ...handle both contested and uncontested cases, draft essential legal documents, and represent clients in probate litigation. Ideal candidates will have over 2 years of relevant experience, a Juris Doctor, and a passion for helping clients navigate sensitive legal matters....
- Collej AI is seeking a Customer Experience Associate in Frisco, Texas, to drive measurable success for partner districts. You will manage onboarding and ongoing relationships while ensuring stakeholders feel supported and informed. Ideal candidates will be former educators...
- ...to join their esteemed firm. The candidate will advocate for clients in legal matters such as divorces and custody cases while benefiting... .... The ideal candidate will possess 2-5 years of family law experience, excellent communication skills, and confidence in the...
$23 - $42 per hour
...restructuring, and providing outstanding service. The ideal candidate has a Bachelor's Degree, at least two years of mortgage industry sales experience, and knowledge of customer service and guideline adherence. This full-time position offers a competitive salary range of $23.00/...Full time$23 - $42 per hour
...provided by SoFi. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $23.... ...to create, optimize, and evolve retention strategies to keep clients in the future Work closely with secondary markets to ensure...Full timeRemote work- ...finish, including both uncontested and contested cases. Represent clients in contested guardianship and probate litigation with firm... ...development efforts to grow the practice. Requirements 2+ years of experience in guardianship, probate, and/or estate planning. Experience...Temporary work
$150k - $175k
...will include managing complex estate planning cases and fostering client relationships in a modern work environment that emphasizes balance and technology. The ideal candidate will have extensive experience in estate planning and a strong network within the community,...Remote job$144.1k - $260k
...What you’ll do in your role Collaborate with internal business clients to structure deals, solve problems, and keep initiatives... ...issues in ad tech and digital media as the business evolves. The experience you’ll bring 7‑10 years’ experience as a transactional attorney...Local area$150k - $175k
...you can focus on the law, not the clutter. We use cloud-based client file management systems so you can access your files from anywhere... ...attorneys with extensive probate and guardianship litigation experience. The Rewards Competitive Base: $150,000 - $175,000+ (plus performance...Temporary workWork at officeLocal areaWork from home- ...finish, including both uncontested and contested cases. Represent clients in contested probate and guardianship litigation with firm... ...grow the practice. What You Bring to the Table 2+ years of experience in probate, guardianship, and/or estate planning. Some experience...Temporary work
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