Financial Services Associate

Job Summary for Financial Services Associate:

In the role of a Financial Services Associate with PNC, you are expected to excel in customer service provision, aid individuals in handling their financial dealings, and play a role in the efficient execution of branch procedures. Your primary objective is to cultivate a pleasant customer journey and pinpoint prospects to showcase products and services offered by PNC.

Responsibilities:

• Offers a personalized customer experience aimed at enhancing financial health and building strong customer allegiance.
• Manages different types of customer interactions with efficiency and precision.
• Advises customers on the various options they have when conducting financial transactions.
• Spots potential opportunities in customer interactions and forwards them to the relevant branch employees.
• Encourages customer participation in lobby activities and valuable interactions.
• Tailors PNC products and services to match customer demands.
• Recognizes potential sales openings and guides clients to the right team members for fostering relationships.
• Provides customers with knowledge about digital banking instruments, technological alternatives, and self-service options to handle financial transactions.
• Demonstrates product and procedural expertise in effectively solving customer concerns.
• Oversees the completion of teller and branch activities with precision, following the established policies and procedures of PNC.

Preferred Skills:

• Accountability
• Banking Knowledge
• Client Loyalty
• Customer Experience (CX)
• Customer Service
• Identifying Opportunities
• Leveraging Technology
• Proactive Sales Approach

Minimum Requirements:

• No prior background needed.
• Employment roles at this level commonly do not call for a university or college accreditation.
• It is recommended that applicants possess a high school diploma or GED.
• Equivalent qualifications, whether through education, job-specific certifications, or pertinent experience like military duty, could be evaluated.
• No degree required.
• Certifications and licenses are not necessary.

Benefits:

PNC presents an extensive selection of benefits designed to meet both immediate and long-term needs:

• Inclusive medical, dental, and vision care options
• Life Insurance
• Safeguarding Against Disabilities in the Short and Long Run
• The 401(k) program at PNC comes with matching contributions from the company, in addition to offering a pension and stock purchase options for employees
• A Dependent Care Reimbursement Account is a type of financial arrangement where employees can allocate a portion of their pre-tax wages to pay for qualified dependent care expenses
• Backup Child/Elder Care
• The guidelines regarding reimbursement for adoption, surrogacy, and doula services are outlined in the Adoption, Surrogacy, and Doula Reimbursement policy
• Assistance with Education (including some fully funded programs) aims to help individuals pursue their academic goals
• The program offers monetary benefits to encourage engagement with wellness activities
• Paid Time Off