Client Experience Associate
PNC
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 Surfside, Florida. Bilingual Spanish Preferred. R233572 Job Profile 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 Surfside, 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 Education No Degree Certifications No Required Certification(s) Licenses No Required License(s) Benefits Spanish Speaking - Preferred 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. #J-18808-Ljbffr
- ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent...SuggestedWork at officeImmediate start
- ...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...SuggestedFlexible hours
- ...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,...SuggestedFull timeSeasonal workWork at officeWork from homeShift workDay shift
- ...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,...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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 workWork at officeWork from homeShift workDay shift
- 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
- ...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:...
- Job DescriptionADP is hiring a Client Service Associate.Thanks for clicking! Let us tell you a little more...Are you a customer service superhero... ...and training on ADP solutions, based on client input or experience.Job RequirementsExperience you'll need: Required...Full time
$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 timeLocal area- ...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 workWork experience placementWork at office
- ...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
- ...know how to take care of people?We’re looking for a Registered Client Associate to:• keep management systems up-to-date with client... ...Wealth Management team in the Miami Branch.Your skills and experience• Client Focus• Risk & Professional Behavior• Teamwork and Collaboration...Full timeFlexible hours
- ...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 timeSeasonal workWork at officeWork from homeShift workDay shift
- ...JobID: 100-167924929 [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
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Associate...Immediate start
- ...Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... ...a high level of customer service. **Education/Previous Experience** High School Diploma or equivalent and one (1) or more...Work experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial... ...for processing at the direction of the FA/PWA Education, Experience, Knowledge, and Skills Education and/or Experience:...Work at officeLocal area
$40k - $45k
...company focused on delivering high-quality brand experiences through creativity, professionalism, and strong client relationships. We believe that every interaction... ...Job Description As a Client Service Associate, you will serve as an important point of contact...Full time- ...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...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...(written and verbal) in Portuguese ~3+ years of experience in the investment management industry Preferred qualifications...Work at office
- ...join our all-star team. This role is accountable for optimizing client (dentist) satisfaction by ensuring accurate scheduling and on-... ...improvements if the company falls short of goals. Qualifications or experience include: Required • Proficient in English - reading and...Work at office
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven,...Seasonal workWork at officeWork from homeShift workDay shift
- ...Truist Financial Corporation in the United States is seeking a teller/relationship associate to ensure timely client transactions and accurate record-keeping while delivering superior service. You will guide clients on digital banking options and support sales and Integrated...Shift workWeekend workDay shift
- ...Job Description Job Description Litigation Associate Attorney Miami/Coconut Grove About the Job Solid Rock Recruiting is... ...attorney. The ideal candidate will have a minimum of 1-3 years of experience. If you want to work in a dynamic, collaborative, and...
- ...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeWork at officeLocal area
- ...Boutique civil litigation law firm in Miami Beach is seeking an Associate Attorney. The role involves working as part of a team of at... ...capable of managing a large workload. Law review and bilingual experience preferred. Immediate availability (within two weeks after hire...Contract workImmediate start
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance,... ...individual tax returns, and who has also has experience of working with HNWIs with international tax...
- ...in the ER. This includes providing information and reports to client contact(s), keeping them current on our progress. Schedule: Saturday... ...Corporate Compliance Program. Educational/Vocational/Previous Experience Recommendations: High School Diploma or equivalent required. 1...Odd jobContract workPart timeImmediate startWeekend work
- ...Commercial Litigation Attorney (Mid-Level Associate to Of Counsel) Location: Coral... ...Senior Counsel, or Of Counsel level based on experience and qualifications. Our... ...and advocacy skills. ~ Professional client-facing demeanor with strong communication...Contract workWork at officeRemote work2 days per week1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Associate. Be the first to apply!



