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 (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC's Hialeah Gardens Branch, 915 W 49th Street, Hialeah, FL 33012. Bilingual in Spanish preferred. 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 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 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; backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. Additionally, PNC generally provides paid time off, including 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 additional benefits based on years of service. Visit pncthrive.com for more details. 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. 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 PNC
$16 per hour
...world. Work is what we do, not where we do it. To help us review applications efficiently, we ask that you apply to only one Client Experience Associate role at a time. If you are Bilingual (English/Spanish), one application can be considered for both Bilingual and Non-...SuggestedWork at officeRemote workWork from homeShift work$16 per hour
Anywhereworks is seeking a Client Experience Associate to provide outstanding customer service from the comfort of your home. This role involves handling customer calls, capturing leads, and scheduling appointments. Ideal candidates are excellent communicators with a passion...SuggestedRemote job- Your role Deliver a best-in-class client experience. Elevate the team’s brand. Make the partners more effective. This role sits at the intersection of client service, marketing/brand execution, and partner leverage. You’ll ensure clients are well taken care of, the team...SuggestedFull timeWork at officeFlexible hours
$16 per hour
A remote work solutions provider is looking for a Client Experience Associate to manage customer calls, leads, and appointments from home. Candidates must be bilingual in English and Spanish and passionate about customer service, with excellent communication skills. The...SuggestedRemote jobFull time- A global wealth management firm seeks a Client Service Associate to enhance client experiences and elevate the brand. The ideal candidate will have a Bachelor's degree and 2+ years in client services within financial services. You will manage workflows, maintain CRM accuracy...SuggestedFull time
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$90k - $115k
...utilizing our group’s various applications. Respond to client questions regarding accounts, policies, and procedures.... ...Various related duties. Requirements 3+ years of relevant experience. Seniority level Associate Employment type Full-time Job function Finance and...Full time- Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ..., Capabilities, And Skills Bachelor's degree or equivalent experience. Series 7 & 66 licenses upon hire or must successfully...Local area
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$60k - $70k
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