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

Client Experience Associate

PNC

FL - Miami Beach (33139)

Full time

R233577

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 Bank organization, you will be based in Miami Beach, Florida. 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 <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)

Language Assessments

No Required or Preferred Language Assessments

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 ( .

If you're not ready to apply yet, or you'd like to learn more about PNC, join the Talent Community to receive regular updates on what's happening at PNC and available career opportunities. Click to join! (

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Experience Associate in Miami Beach, FL vacancy
  •  ...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 Bank organization, you will be based... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Miami Beach, FL
    5 days ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    West Miami, FL
    18 hours ago
  •  ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent Minimum... 
    Suggested
    Work at office
    Immediate start

    Stifel

    Miami Beach, FL
    15 hours ago
  • Overview Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth...  ...for processing at the direction of the FA/PWA Education, Experience, Knowledge, and Skills Education and/or Experience High... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami Beach, FL
    4 days ago
  •  ...know how to take care of people?We’re looking for a Registered Client Associate to:• keep management systems up-to-date with client...  ...UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated... 
    Suggested
    Flexible hours

    UBS

    Miami, FL
    5 days ago
  •  ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven,... 
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    3 days ago
  •  ...Client Services Associate The Client Services Associate is responsible for providing customer service and transactional support to Wealth...  ...successfully passed before job offer is presented. Minimum Work Experience Requirements: 1 year of experience supporting Wealth... 
    Work experience placement

    Amerant Bank

    Miami, FL
    3 days ago
  • Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management...  ..., delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong... 
    Local area

    JP Morgan Chase

    Miami, FL
    3 days ago
  •  ...Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Miami, Florida To proceed with your application...  ...backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven,... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    3 days ago
  •  ...Your role We re looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor We re looking...  ...series 7 and 66 licenses required at least 3-5 years' experience in client service, within the finance sector bachelor's... 
    Full time
    Work at office
    Flexible hours

    UBS

    Coral Gables, FL
    2 days ago
  •  ...Private Wealth Client Associate Miami, Florida 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;... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    2 days ago
  •  ...Group , we’re passionate about helping our clients succeed. We provide innovative marketing...  ...proactive and personable Client Success Associate to join our growing team and ensure our...  ...our clients—ensuring they have a smooth experience, get the most from our products or... 

    PointHaus Group

    Coral Gables, FL
    1 day ago
  •  ...additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management,...  ...closely with Financial Advisors to ensure a seamless client experience within the wealth management framework.Key Responsibilities:... 

    Norman Alex

    Miami, FL
    2 days ago
  • $130k - $175k

     ...product capability to these firms and their clients as well as providing ongoing education,...  ...prior endeavors. The Investor Services Associate should exhibit strong technical and...  ...including but not limited to the individual's experience, skills, qualifications and job location... 
    Full time
    Local area

    Blackstone Group

    Miami, FL
    2 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

    Miami, FL
    15 days ago
  •  ...private wealth management firm is seeking a Senior Registered Client Associate to support Financial Advisors and their clients. This...  ...bilingual in English and Spanish required. At least five years of experience supporting clients and Financial Advisors within private... 

    Leeds Professional Resources

    Miami, FL
    3 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

    Miami, FL
    1 day ago
  •  ...comprehensive estate planning solutions to their clients. By combining cutting-edge technology,...  ...human expertise, we deliver a seamless experience that sets us apart. Beyond having one of...  ...for Innovators! The ideal Support Associate both enjoys, and has experience in, the... 
    Temporary work
    Remote work
    Flexible hours

    GrabJobs

    Miami, FL
    1 day ago
  •  ...JobID: 100-167924885 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively engage with clients... 
    Immediate start

    Jackson Hewitt

    Miami, FL
    4 days ago
  •  ...Amerant Bank in Coral Gables, FL is seeking a Client Services Associate to support Wealth Management Advisors with banking, investments and trust...  .... Fully bilingual in English/Spanish, with 1 year of WM A support experience, and proficiency in MS Office. #J-18808-Ljbffr... 

    Amerant Bank

    Coral Gables, FL
    1 day ago
  •  ...Job Description Job Description The Wealth Management Client Services Associate is responsible for providing superior standards of service...  ...in NMLS prior to employment being offered.***Minimum Work Experience Requirements:1-3+ years of experience in servicing high net... 
    Temporary work
    Work experience placement
    Work at office

    Amerant Bank

    Miami, FL
    2 days ago
  •  ...focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as...  ...law. JOB SUMMARY The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment... 

    Banco de Credito e Inversiones

    Miami, FL
    7 days ago
  •  ...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... 
    Extra income
    Full time
    Part time
    Local area
    Flexible hours
    Shift work

    Jackson Hewitt

    Miami, FL
    3 days ago
  • Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors in performing various aspects of the...  ...Bachelor’s degree required 5 years of industry related experience Exceptional follow-up and follow-through skills Self-starter... 
    Full time

    Itaú USA

    Miami, FL
    2 days ago
  • Bci Miami is seeking a Registered Client Service Associate to support Bankers/Financial Advisors and affluent clients in Miami. The role combines...  ...and coordinated service across teams. Requires Series 7 and 5+ years of investment experience. #J-18808-Ljbffr Bci Miami

    Bci Miami

    Miami, FL
    3 days ago
  • A financial services firm in Miami is seeking an Associate to manage client relationships and support financial advisors. The ideal candidate will...  ...a Bachelor's degree in finance or business and 3 years of experience in the financial services industry. Strong communication... 
    Full time

    Ascendo Resources

    Miami, FL
    2 days ago
  • Morgan Stanley is seeking a senior client service professional to provide coverage for advisory teams, cultivate relationships, and deliver exceptional client experiences. The role includes supporting the FA/PWA/team in meeting client service objectives and maintaining... 

    Morgan Stanley

    Miami, FL
    3 days ago
  •  ...Professional Resources in Miami is seeking a Senior Registered Client Associate to support Financial Advisors and clients, handling service...  ...fluency in English and Spanish, plus at least five years of experience supporting clients and Advisors in private banking or wealth... 

    Leeds Professional Resources

    Miami, FL
    3 days ago
  • $70k - $100k

     ...0/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to...  ...English & Spanish Previous client service or administrative experience in the financial services industry Capable of multitasking... 
    Full time
    Local area

    Ascendo Resources

    Miami, FL
    2 days ago
  • A financial services firm located in Miami is seeking a Client Service Associate to support bankers and investors in managing client relationships...  ...has a Bachelor's degree and at least 5 years of related experience, demonstrating exceptional organization and accuracy in a... 

    Itaú USA

    Miami, FL
    2 days ago

Do you want to receive more vacancies?

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