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

Client Experience Associate

Fairygodboss

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 Branch organization, you will be based in Springfield, VA. 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. 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. Employee Expectations 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) 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. 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. #J-18808-Ljbffr Fairygodboss

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Experience Associate in Springfield, VA vacancy
  •  ...Registered Wealth Management Client Associate Washington, District of Columbia To proceed with your application, you must be at least...  ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    3 days ago
  •  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven,... 
    Suggested
    Seasonal work

    Bank of America

    Washington DC
    4 days ago
  • $26.5 - $45 per hour

     ...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... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    9 hours ago
  • $21.75 - $44.5 per hour

     ...future of our industry. Job Description: The Client Engagement Specialist (CES) plays a...  ...CES drives outcomes that improve client experience and operational integrity. This role demands...  ...the applicable geographic differential associated with the location at which the position... 
    Suggested
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe

    Washington DC
    2 days ago
  • $44k - $66k

     ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...  ...to succeed? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written... 
    Suggested
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Washington DC
    3 days ago
  •  ...value and serve Fortune 500 companies, associations, nonprofits and some of the most recognizable...  ..., team-based approaches to help clients: ANTICIPATE reputation challenges and...  ...for a candidate looking to expand their experience in strategic communications. The role is... 
    Full time
    Shift work
    3 days per week

    Purple Strategies

    Washington DC
    1 day ago
  • $15 - $20 per hour

     ...FASTSIGNS OF SPRINGFIELD SALES ASSOCIATE Are you looking to build real-world experience in sales and customer service? FASTSIGNS of Springfield is hiring a...  ...motivated individual to support our team with sales, client communication, scheduling, and quality control in... 
    Hourly pay

    FastSigns

    Lorton, VA
    4 days ago
  •  ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about helping... 
    Full time
    Work at office

    Alphabe Insight

    Washington DC
    3 days ago
  •  ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized...  ...~ Bachelor's degree preferred, or equivalent years of experience in industry Experience ~3+ years of experience in... 
    For contractors
    Work at office

    Raymond James Financial Services

    Alexandria, VA
    5 days ago
  • $70k - $115k

     ...POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...at the direction of the FA/PWAQualificationsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceHigh School... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    McLean, VA
    3 days ago
  •  ...Our mission is to enrich the lives of our clients and their families by providing quality...  ...is seeking a Registered Client Service Associate who shares our vision and mission. This...  ...Client-first attitude with high integrity * Experience with financial planning software *... 
    For contractors
    Work experience placement
    Work at office

    Raymond James

    Fairfax, VA
    5 days ago
  •  ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position...  ...people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep... 
    Immediate start
    Flexible hours

    Aurora Ripple Enterprises

    Falls Church, VA
    2 days ago
  • $5,000 per month

     ...ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong...  ...members from a wide range of backgrounds and experiences. DSPolitical is an equal‑opportunity... 
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Afternoon shift

    DSPolitical

    Washington DC
    5 days ago
  •  ...firm located in Fairfax, Virginia is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial...  ...clients. Ideal candidates will have at least 3 years of experience in wealth management, a Bachelor's degree preferred, and strong... 

    Raymond James

    Fairfax, VA
    1 day ago
  •  ...wealth management support. Responsibilities include servicing client inquiries, processing account requests, and maintaining accurate...  ...candidates have a bachelor’s degree and a minimum of 3 years of experience in wealth management, possess necessary financial licenses like... 

    Raymond James Financial Services

    Fairfax, VA
    1 day ago
  • $50k - $65k

     ...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive...  ...clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and... 

    Edelman Financial Engines

    Alexandria, VA
    4 days ago
  •  ...Partners our collaborative team caters to our clients with a high level of care and...  ...our team grows, we are seeking a Client Associate who aligns with our vision and values. The...  ...degree preferred, or equivalent years of experience in industry. Experience 3+ years of experience... 
    Work at office

    Raymond James

    Alexandria, VA
    3 days ago
  • $70k - $115k

     ...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor...  ...and Series66 (AG/RA) or Series63 (AG) and Series65 (RA). Experience: Two or more years of industry experience preferred.... 
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Falls Church, VA
    3 days ago
  •  ...building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing...  ...versed on RH products and offerings Create a luxury service experience in every interaction Exhibit a broad understanding of the... 
    Work at office

    RH-USA Inc

    McLean, VA
    5 days ago
  •  ...succeed, empowering you to grow and excel in your role. Qualifications: Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills. Ability to lead and inspire teams to achieve outstanding results. Desire to pursue... 
    Work from home
    Flexible hours

    Global Elite Empire Consultants

    Fairfax, VA
    2 days ago
  •  ...Job Description We are looking for a highly organized Client Team Support Associate to provide administrative support to senior leaders and help...  ...with accuracy. The right candidate will bring strong experience with Microsoft Office, especially Excel, along with a proactive... 
    Long term contract
    Work at office
    Shift work

    Robert Half

    McLean, VA
    1 day ago
  •  ...advice to institutional and high net worth clients. Individuals filling this position...  ...operations and functions of our firm. The duties associated with this role include, but are not...  ...in Microsoft Office and previous experience in client servicing and operations at a... 
    Full time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Washington DC
    16 days ago
  •  ...customer service skills, the ability to build relationships, and an eagerness to achieve branch sales goals. A college degree or equivalent experience is required, along with at least one year in a relevant financial or customer service environment. #J-18808-Ljbffr... 
    Remote work

    United States Senate Federal Credit Union

    Alexandria, VA
    5 days ago
  •  ...limited to, a candidate’s qualifications, relevant training and experience, skill level, shift differentials (where applicable), internal...  ...on service excellence in every way. Education:   Associate's or Bachelor's degree in a related field or equivalent experience... 
    Hourly pay
    Flexible hours
    Shift work
    Afternoon shift

    VHC Health

    Arlington, VA
    27 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

    Washington DC
    15 days ago
  •  ...Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international... 
    Private practice

    5 Legal

    Washington DC
    17 days ago
  •  ...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

    Vienna, VA
    more than 2 months ago
  •  ...Morgan Stanley is seeking a Registered Client Services Associate to support Financial Advisors and Private Wealth Advisors. You will help build client relationships, process transactions, and manage account documentation with a focus on accuracy and service excellence.... 
    Work at office

    711 MS Smith Barney, LLC

    Washington DC
    4 days ago
  •  ...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... 

    TradeJobsWorkForce

    Arlington, VA
    4 days ago
  • $50k - $60k

     ...management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The...  ...’s preferred ~1-2 years financial services/fixed Income experience would be highly beneficial ~ Possess a high degree of... 
    Full time
    Part time
    Local area

    Oppenheimer & Co. Inc.

    Washington DC
    8 days ago

Do you want to receive more vacancies?

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