Client Experience Associate
$40.5k - $67.5kPNC Financial Services Group
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 Ontario, CA. Bilingual Spanish preferred. 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 Deliver 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. Accountability Banking, Branch Banking Client Loyalty Customer Experience (CX) Customer Service Identifying Opportunities Leveraging Technology Proactive Sales 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 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. Pay Transparency Base Salary: $40,500.00 – $67,500.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with payment based upon company, business and/or individual performance. Benefits Medical and prescription drug coverage with a Health Savings Account feature Dental and vision coverage 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 Robust wellness program with financial incentives Paid time off: maternity and/or parental leave; up to 11 paid holidays; 9 occasional absence days; 15–25 vacation days per year depending on career level 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. #J-18808-Ljbffr
$42.6k - $58.2k
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