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 Houston, TX. *Bilingual Spanish Preferred. 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. 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) Language Assessments Spanish Speaking - Preferred 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. For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page. #J-18808-Ljbffr PNC Financial Services Group, Inc.
$33.75k - $56.25k
...markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an... ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$55k - $70k
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...comprehensive portfolio management for its clients. We are dedicated to helping our clients... ...we strive to deliver exceptional client experiences. Learn more about our services and... ...Position Overview The Client Experience Associate plays a vital role in supporting daily office...SuggestedWork at officeRemote workFlexible hours- ...Entry Level Client Relations Associate We are looking for a professional and customer-focused Client Relations Associate to join our team.... ...multitasking abilities Customer service or client-facing experience preferred Ability to work independently and collaboratively...SuggestedFull time
$26.5 - $45 per hour
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- ...Job Description Entry Level Client Relations Associate \n \n We are looking for a professional and customer-focused Client Relations Associate... ...abilities \n Customer service or client-facing experience preferred \n Ability to work independently and collaboratively...
$38k - $48k
...Client Service Associate (Client Advocate) — Financialoscopy Inc. Onalaska, WI | In-person | Full-time | $38,000–$48,000 | 36-hour week... ...service, banking, insurance, legal support, marketing, or sales experience • Calm, warm style with people who are making money...Full timeWork at office$55 - $80 per hour
...getter” to join our rapidly growing team. We’re hiring a Client Service Associate to support an advisor and their clients. This role is... ...and the autonomy to manage priorities day to day Experience/Requirements: ~2-4+ years of experience in advisor support...Full time- ...Type: Full-Time / Entry Level Position Overview: The Client Relations Associate serves as a key point of contact for clients, ensuring they... ...and share insights to improve service delivery and customer experience. Qualifications: High school diploma or equivalent;...Full time
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$50k - $55k
...Client Service Associate At Signal Tru Brand, we craft experiences that connect people, ideas, and innovation. Our team brings together creativity and strategy to design unforgettable events that strengthen brand identity and leave lasting impressions. We value excellence...Work at office- ...career in a dynamic environment. Job Description The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client communications,...Full timeWork at office
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$51.45k - $84k
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$15 - $40.87 per hour
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/... ...for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High...Hourly payTemporary workWork at officeLocal area- ...Investments, a division of Waukesha State Bank is seeking a Client Services Associate (Unlicensed) to provide exceptional sales and service... ...Associate, you'll play an important role in the day-to-day client experience by managing incoming calls, correspondence and...
- ...more than a bank—we’re a community partner. When clients choose Unity, they invest in local dreams:... ...a time. Position Summary: The Client Teller Associate is responsible for delivering exceptional client experience by handling our clients’ financial transactions...Work at officeLocal areaFlexible hours
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