Client Experience Associate

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail organization, you will be based in Indio, CA.

Bilingual Spanish preferred
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PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Process a variety of customer interactions.
• Educate customers on alternatives available for their financial interactions.
• Identify banking opportunities during the customer interaction and refer as appropriate.
• Identify opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
• Perform lobby engagement activities to connect with customers and position PNC products to meet their needs. Educate customers on options for managing financial transactions by leveraging technology, tools and resources.
• Apply product and procedural knowledge to solve customer problems.
• Adhere to all policies and procedures, demonstrating sound judgment within established limits. Ensure teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
• Support 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.
• Support customer loyalty and help grow customer share of wallet through a differentiated customer experience. Apply basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

• 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 the risks associated with business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.

• 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

Roles at this level typically do not require a university or college degree, high school diploma, or GED, but may require related experience or product knowledge to accomplish primary duties. Typically