Client Experience Associate
2 weeks ago
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 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 Branch Banking organization, you will be based in Fort Worth, TX at the Presidio Crossing branch. 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/licenses 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
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Client Experience Associate
3 weeks ago
Fort Worth, United States PNC Full timeClient Experience AssociateAt 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...
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Client Experience Associate
3 weeks ago
Fort Worth, United States PNC Financial Services Group Full timeJob 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...
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Client Experience Associate
2 weeks ago
Fort Worth, United States PNC Financial Services Group Full timeJob 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...
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Fort Worth, United States Raymond James Financial Services Full timeA financial services firm in Fort Worth is seeking a Registered Client Service Associate to provide essential administrative support. The role demands effective communication, organizational skills, and the ability to handle multiple priorities. Candidates should have a high school diploma and relevant experience, with licenses such as SIE and Series 7...
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Client Solutions Associate
7 days ago
Fort Worth, TX, United States First Command Financial Services Full timeHow will this role impact First Command? The Client Service Center (CSC) is the primary support hub for First Command's clients and field partners, fostering a strong culture of client-focused service and unwavering ethical standards. The Client Solutions Associate role is essential for providing comprehensive support to our clients, employees, and field...
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Client Experience Associate
3 hours ago
The Woodlands, TX, United States PNC Full timeR209559Job ProfilePosition OverviewAt 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...
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Fort Worth, United States BBF Wealth Full timeA financial services firm in Fort Worth is seeking a Registered Client Service Associate. This role entails supporting financial advisors and clients through effective communication and administrative tasks. Candidates should possess excellent organizational skills and experience in CRM software. The ideal applicant will help manage client interactions,...
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Registered Client Service Associate
4 weeks ago
Fort Worth, United States Raymond James Full timeRegistered Client Service Associate -Fort Worth, TX Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments...
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Registered Client Service Associate
4 weeks ago
Fort Worth, United States Raymond James Financial Services Full timeRegistered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently...
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Registered Client Service Associate
4 weeks ago
Fort Worth, United States Raymond James Financial Full timeRegistered Client Service AssociateSupports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently...
