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 banking organization, you will be based in Indianapolis, IN supporting the Indianapolis South region. 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. 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 No Required or Preferred Language Assessments Benefits 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 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 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. #J-18808-Ljbffr PNC
- ...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
- ...invested future. We are seeking a talented and resourceful Client Services Associate . The ideal candidate should be able to operate... ...Requirements: Minimum 2-3 years of relevant work experience Bachelors degree preferred Possess a high degree of...SuggestedTemporary workWork experience placementLocal area
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written...SuggestedFull timeFlexible hours
- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of... ...to succeed? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written communication...Flexible hours
- ...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...Work at office
$70k
...We are seeking an experienced Client Service Associate who wants to deliver a white-glove client experience and serve as a relationship manager for complex client and operational workflows. This position is ideal for a service-oriented professional who thrives in...Full timeWork at office- Description As a Client Service Associate, you will play a key role in ensuring our clients feel valued and supported throughout their journey... ...client inquiries, ensuring a welcoming and professional experience. Build and maintain strong relationships with clients by...Work at office
$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'... ...clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging...$50k
...Description Job Description Helping Clients Succeed. Helping Professionals Thrive.... ...SUMMARY OF POSITION Simons Bitzer & Associates is seeking a motivated, organized, and detail... ...a minimum of 3 years of administrative experience, with public accounting experience a...$20 - $25 per hour
...approach, T. Ray Phillips and his team empower clients to achieve their financial goals while... ...while delivering an outstanding client experience. Responsibilities ~• Serve as the... ...diploma or equivalent, required • Associate or bachelor’s degree, preferred • 2+ years...Hourly payPart timeWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...RBC Wealth Management’s Indianapolis branch is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with a client-first approach. You will assist with onboarding, documentation, and correspondence in a fast-paced, compliant...
- ...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
- ...seeking a Pre-Suit Attorney with 1+ years of experience to join their team onsite. This... ...laws and regulations while representing clients throughout the pre-litigation lifecycle... ...Juris Doctor Degree from an American Bar Association-Accredited Law SchoolActive Member in...
- ...bites. The firm has recovered billions for injured clients and is committed to securing justice and fair... ...active member in good standing with the State Bar Association. A minimum of 5 years of litigation experience is required, with at least 2 of those years focused...Permanent employmentLocal areaRemote work
- ...Transactional Associate Attorney Seeking a Transactional Associate Attorney to manage... ...contract matters, including drafting, review, client advisory, and real estate documentation.... ...an accredited law school. Relevant experience in real estate, corporate, or contract...Contract workWork at office
$80k - $120k
...Job Title: Corporate Attorney Employment Type: Full-Time Work Arrangement: On-Site Salary: $80,000 - $120,000 per year (Based on experience) Location: 5855 Rockville Rd, Indianapolis, IN 46224 Position Overview The Ghoman Group is seeking an experienced and detail-...Full timeContract workWork at officeLocal area- ...focusing on the review and resolution of conflicts related to new clients and matters. Responsibilities: Review and analyze new business... ...to support the firm’s risk management and compliance efforts. Experience & Qualifications: Required: Minimum 1 year of experience in...Work at officeLocal areaRemote workFlexible hours
- ...or disability status. We value diversity in perspectives and experiences among colleagues and the residents of this city of whom we serve... ...evaluates the legal and factual evidence for, or against, the client; engages in pretrial motion practice; and takes and defends...Work at office
$165k - $195k
...market. With nearly 1,500 employees across 26 offices, we support clients ranging from large multinationals to mid‑size businesses and... ...Job Requirements JD degree and at least three years of legal experience in a law firm; active bar license in good standing strongly...Temporary workWork at officeShift work$85.02k
...guidance and quick-reference checklists/guides, you will need strong skills in Microsoft Word, Adobe PDF, and Canva. Demonstrated experience with utilizing research software is desired. Key Outcomes For This Role Are Drafting guidance and quick reference checklists/...Work experience placementWork at office- ...advises on various personnel matters including providing occasional training to management. Location: Indianapolis, Indiana Preferred Experience: +++Employment litigation experience before the EEOC, MSPB, FLRA and FMCS arbitrators is strongly preferred+++ Recent litigation...Work at office
- ...detail, a creative mind and excellent communication, writing and analytic skills Strong academic and professional background JD with experience counseling toward risk mitigation, drafting motions and briefs, taking depositions, conducting oral arguments, leading settlement...RelocationRelocation package
- ...interpreting, and managing commercial contracts, leases, Business Associate Agreements (BAAs), and other legal documents. Responsibilities... .... Required Skills Required Competencies, Education, and Experience Juris Doctor (J.D.) degree from an accredited law school. Must...Full timeContract workCasual workLocal areaMonday to FridayAfternoon shift
$85.02k - $140.34k
...Administration. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $85,0... ...since licensure, this position will be classified as Attorney Associate and traditionally starts at an annual salary of $67,314. For...Full timeInternshipWork at officeRemote work$150k
...firm embraces growth, innovation, and community, backed by deep experience in business and law. Still sound like the right place for... ...and/or Minnesota #3+ years of legal experience # Maintain client relationships generating at least $150k annually that would likely...Full timeWork at office- ...outstanding legal services to the Firm’s clients. The ideal Attorney will have a strong... ...record on appeal for appellate briefs. Experience managing “healthcare” matters. Preparation... ...clients, other attorneys, judges, and anyone associated with a specific client matter. Maintain...Full timeWork at officeImmediate startNight shift
- ...on this job and more exclusive features. Associate Attorney (Immigration Practice Group)... ...removal defense. We pride ourselves on client-centered advocacy and professional excellence... ...Attorney with at least one (1) year of experience practicing immigration law. This is an...Full timeWork at office
$150k - $200k
...provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range... ...matters, tailored to meet the specific needs of our clients. Our approach is client-focused, ensuring that each case receives...Permanent employmentFull timeH1bLocal areaRemote workWork visa
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