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 retail branch organization, you will be based in Dulles, 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.
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.
PNC- ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Job Overview Merrill Wealth Management is looking for a client service role to support multiple Financial Advisors. The position focuses... ..., operational excellence, and ensuring a seamless service experience for clients. Responsibilities Provide excellent client service...SuggestedWork experience placementSeasonal workShift workDay shift
- ...Wealth Management Client Associate Reston, Virginia To proceed with your application, you must be at least 18 years of age. Acknowledge... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;...SuggestedWork experience placementSeasonal workWork at officeWork from homeShift workDay shift
- ...management firm with established marketing, new client acquisition, and client servicing... ...). Position Summary The Client Services Associate (CSA) is responsible for delivering... ...operational support to ensure a seamless client experience. This role serves as the primary point...Suggested
- ...Job Description Job Description Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning... ..., and a positive attitude, ensuring a best-in-class experience for our clients. We specialize in meeting the complex financial...SuggestedWork at officeHome office
- ...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 workWork at officeWork from homeShift workDay shift
- ...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...
- ...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 contractorsWork experience placementWork at office
$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 workWork at officeLocal area- ...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...
- ...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
$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 workWork at officeLocal area- ...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 homeFlexible hours
- ...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 timeFlexible hours
$125k - $200k
...Salary: $125,000 - $200,000 per year A bit about us: Our client is a well known mid size firm! Why join us? 401K Match PTO... ...2. Admission to the state bar. 3. A minimum of 5 years of experience in estate planning, trust administration, probate, and tax law....Local area$120k
...Stouffer Legal is a growing law firm focused on delivering practical, client centric estate planning solutions with a strong emphasis on... ...requirements Preferred Qualifications 5+ years of legal experience (Estate Planning preferred, but not required) Experience leading...Full timeTemporary workWork at office$390k
...experienced benefits attorney with significant expertise advising clients on tax-qualified retirement plans, health and welfare plans,... .... Minimum of 6 years of employee benefits and ERISA experience. Significant experience advising on: Tax-qualified retirement...Work at officeFlexible hours- ...matters in Northern Virginia, Maryland, and D.C. We are seeking an associate litigation attorney who is either a current third year law... ..., Maryland and/or D.C. and/or who have litigation/courtroom experience. Each attorney at our office is expected to be able to be...Work at office
- ...Attorney, Reston, VA – Boutique Immigration Law Firm with busy nationwide practice has opening for associate attorney. Candidates must have minimum 2-5 years experience in business immigration law, including H-1B, L-1, TN, O-1 and E-1/E-2 visa petitions and labor certification...Permanent employmentH1bWork at officeRemote work
- ...Herndon, VA office. The ideal candidate should possess 0-2 years of experience, Virginia bar required, experience in Workers’ Compensation... ..., the ability to communicate effectively and frequently with clients, opposing counsel, and all levels of management. This is a...Work at office
$310k - $365k
...Private Equity Associate Attorney Direct Counsel is seeking a Private Equity Associate... ...agreements, and other transaction documents. Client Advisory – Act as a strategic advisor,... ...~4-5 years of private equity and M&A experience at a top law firm. ~ Strong drafting,...- ...utilizing the law both proactively and defensively to support our clients. We pride ourselves on going beyond the easiest path to create... ...processes. Qualifications Strong knowledge and experience with Immigration Issues, Immigration Law, and Legal Issues Proficiency...Full timeWork from home
- Description WhitbeckBeglis, PLLC, a dynamic and client-focused law firm, is seeking a dedicated Family Law Attorney to join our team... ...good standing in the state bar. One year of court litigation experience. Demonstrated ability to handle a diverse caseload and deliver...
- ...their team in Reston. The ideal candidate will have 2-5 years of experience in real estate transactions, particularly with data center... ...on a broad range of real estate transactions for sophisticated clients. Review title, document, negotiate, and close real estate secured...Flexible hours
- ...senior attorney specializing in compensation and benefits to join their team in Reston, VA. The ideal candidate will have extensive experience advising on tax-qualified retirement plans and health and welfare plans, including ERISA compliance and related regulatory...Temporary workFlexible hours
$207.5k - $262.5k
...functioning workforces that are engaged and stable, and share our clients' goals to emphasize belonging and respect for the... ...law school, with excellent academic credentials ~5+ years of experience, employment law background strongly preferred. ~ Current VA...Contract workWork at officeFlexible hours- ...firm, and we are seeking an Operations Associate who is passionate about doing ‘the work'... ...that helps you appreciate the nuances of client service and support. As a successful... ...carefully orchestrate the client and team experiences – Every. Single. Day. You are...Full timeWork experience placementFlexible hours
$43.26 - $65.52 per hour
...partner to help deliver against the priorities of the practice and clients. The LEA serves as a collaborative partner to Legal... ...accurate and timely completion and delivery of work product. Expert experience with technology and Firm software is essential. Should be adept...Hourly payWork at officeRemote work- ...Job Overview A law firm seeks an Employment Litigation Associate for its Reston, VA office. The role involves defending and litigating... ...accredited law school with excellent academic credentials. 5+ years of experience, with a strong preference for an employment law background....Work at office
$75k - $105k
...Immigration Law is seeking a first year associate attorney for its busy business-oriented... ...writing skills. Position provides substantial client contact and growth opportunity. Cases... .... Some business immigration experience preferred. Position requires bar membership...Full timeRemote workRelocationFlexible hours1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Associate. Be the first to apply!


