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Client Experience Associate

United States, Franklin Lakes Employment contract 46150.00 - 63050.00 USD / Year · Job Posted May 26, 2026
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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.

Job Responsibility

  • 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

Requirements

  • 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
  • Typically <1 year of related experience
  • No Degree required

What we offer

  • 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
  • Wellness program with financial incentives
  • Maternity and/or parental leave
  • Up to 11 paid holidays each year
  • 9 occasional absence days each year
  • Between 15 to 25 vacation days each year

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