Client Experience Associate
PNC Bank
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 Philadelphia, PA at our Convention Center Branch. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
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.
- 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 SalesCompetencies
Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork 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 DegreeCertifications
No Required Certification(s)Licenses
No Required License(s)Language Assessments
No Required or Preferred Language AssessmentsBenefits
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 joinrs.com. 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 joinrs.com 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.$37.13k - $61.88k
...markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an... ...to contribute to the company’s success. As a(n) Client Experience Associate within PNC's retail organization, you will be based in Mt...SuggestedFull timeTemporary workWork experience placementWork at office- ...know how to take care of people?We’re looking for a Registered Client Associate to:• keep management systems up-to-date with client... ...with the Long Bernstein team in Philadelphia.Your skills and experience• series 7 and 66 licenses • bachelor degree preferred• excellent...SuggestedWork at officeFlexible hours
- ...POSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...for processing at the direction of the FA/PWAEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience• High School...SuggestedWork at officeLocal areaWork visa
$70k - $85k
...Senior Client Service AssociateThe Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position... ...supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building...SuggestedLocal area$16 - $18 per hour
...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent... ...those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively...SuggestedHourly payExtra incomeLocal areaFlexible hours$60k - $70k
...The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests... ...and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an...Local area- Virtual Consultant Role You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat: No cold calling Qualified-interest pipeline Performance...Remote jobWork from home
$285k - $395k
...Private Client Services Associate or Counsel Attorney Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to... ...background required. ~5+ years of substantive law firm experience in estate and tax planning for high-net-worth individuals....Private practiceWork at office- ...We are all united in delivering the best experience for our customers. We work together each... ...execution support for new and ongoing client relationships. May serve as a customer solutions... ...effectively managing all of the risks associated with their business objectives and...Full timeTemporary workPart timeWork experience placementWork at office
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience High...Work at officeLocal areaWork visa
- ...services firm committed to understanding our clients' needs and providing advice beyond... ...the firm. As a Registered Private Client Associate you will play an integral role in the success... ...’s degree preferred Prior office experience preferred but not required Series 7, 63...Work at officeImmediate startWork from homeHome office
- Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance... ...excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent...Work at officeImmediate start
$120k - $200k
...litigation. The firm partners with a range of clients in the construction industry, including... ..., suppliers, sureties, and trade associations. Davis Bucco provides an array of legal... ...services to clients and has decades of experience in construction, commercial, and real...Full timeFor contractorsFor subcontractor- ...innovation and unwavering commitment to our clients have made us a trusted partner for... ...organization. Working at Glenmede, you will experience the infrastructure and resources of a... ...primary function of the Client Service Associate is to support designated Relationship Managers...Work at office3 days per week
$11.11 per hour
...life through real connections, personal style, and a love for pop culture. You’re not just helping customers, you’re creating an experience that feels authentic, fun, and uniquely UO.If you’re someone who loves self-expression, staying tapped into trends, and connecting...Seasonal workFlexible hoursNight shiftWeekend work- Global Advisers, LLC in Bala Cynwyd, PA is looking for a Wealth Management Associate to support client relationships across investment management and comprehensive financial planning. The role blends analytical work with client service and portfolio support, requiring sound...
- Janney Montgomery Scott LLC is seeking a Registered Private Client Associate to support administering, marketing and growing client relationships alongside our Financial Advisors. You will help implement productivity-based campaigns and may perform operational duties as...
- ...Grove is looking for a friendly, organized, and dependable Client Success Associate to join our team in Fort Washington, PA. This role is... ...service, administrative, office, or client-facing experience preferred ~ Strong verbal and written communication skills...Work at office
- ...Private Client Services Associate or Counsel AttorneyLocation: Philadelphia, PA HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group. This is an exceptional...Private practice
- Stifel is seeking a Client Services Associate (Registered) to assist Financial Advisor(s) with opening and maintaining client accounts, handling a variety of administrative tasks, and delivering responsive client service. You may enter trades as directed and support branch...Work at office
- ...Job Description Job Description Private Client Associate Attorney – Philadelphia Direct Counsel is seeking a seasoned Associate Attorney... ...exceptional client service. Requirements ~6+ years of experience in estate planning, preferably with an emphasis on transfer...Private practiceWork at office3 days per week
- ...development assistance and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.... ...perform the essential functions. 1. Bachelors degree or equivalent experience and related training. 2. Experience in the securities...Full timePart timeWork at officeShift workDay shift
- ...POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The PWM Client Service Associate assists with the development and growth of business through engaging and utilizing...Full timeWork at officeLocal area
$800 - $1,200 per week
...Job Description Job Description Now Hiring : Retail Client Service Associate Company: Intrepid Inc Location: Bensalem/Northeast... ...values collaboration and personal growth Professional Experiences: National conferences, company events, and team retreats...Weekly payImmediate start- ...Client Travel Services Associate Remote Flexible Schedule Training Provided Were looking for organized client-focused individuals to support... ...throughout the planning process. Previous industry experience is not required. Training and ongoing support are...Full timeRemote workFlexible hours
$141k - $253k
...organizational goals. Caseload Management: Oversee distribution of caseloads and file assignments based on case complexity and attorney experience. Quality Assurance: Conduct internal quarterly file audits for the team and assist the Resident Attorney with office-wide...Full timeWork at officeLocal areaRemote workFlexible hours$129.5k - $175k
...technology that strengthens human connections and enhances the customer experience. As an employee, you'll spend less time navigating systems and... ...manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile,...Full timeWork at officeLocal areaImmediate start- ...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...Full time
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement...Remote jobFull timePart timeWork from home
$145k - $180k
...Litigation Practice Leader Salary: $145,000 - $180,000, commensurate with experience Job Description: We are looking for a full-time Attorney for our complex removal practice. We represent clients in removal proceedings before the immigration courts, defending...Full timeWork at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Associate. Be the first to apply!





