Float and Finance Analyst
PNC4 months ago
Charlotte, NC, United States
On-site
Full-time
Junior Level (1-3 years)
Job Description
Float and Finance Analyst
As a Float and Finance Analyst at PNC, you will provide exceptional customer service, help customers manage their financial transactions, and support branch operations. You will create a positive customer experience while identifying opportunities to promote PNC products and services.
Primary Job Duties:
- Presents a unique customer experience that centers around enhancing financial welfare and fostering customer commitment.
- Processes different types of customer engagements accurately and efficiently.
- Educates customers on the various possibilities they have for managing their finances.
- Identifies openings during customer interactions and guides them to the appropriate branch representatives.
- Drives customer participation in lobby programs and substantial interactions.
- Modifies PNC offerings to align with specific customer requirements.
- Recognizes opportunities for sales expansion and facilitates customer referrals to the appropriate team members for strengthening relationships.
- Educates clients about utilizing digital banking tools, technological solutions, and self-help outlets for effective financial transaction management.
- Demonstrates adept handling of customer issues through application of product and procedural knowledge.
- Guarantess the correct completion of teller and branch operations 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
Benefits:
PNC gives a broad spectrum of benefits to fulfill your current and future needs:
- Full array of medical, dental, and vision benefits
- Life Insurance
- Coverage for Disabilities in the Short and Long Haul
- PNC offers a comprehensive benefits package that includes a 401(k) with employer matching, a pension, and the option to purchase company stock
- A Dependent Care Reimbursement Account enables employees to set aside a portion of their earnings before taxes to cover eligible dependent care costs, such as daycare, preschool, or after-school care
- Backup Child/Elder Care
- Guidelines for reimbursement related to adoption, surrogacy, and doula support can be found within the Adoption, Surrogacy, and Doula Reimbursement policy document
- Support for Learning (including specific fully paid programs) can be accessed by students in need of assistance
- The program includes financial incentives to drive enthusiasm and involvement in wellness-related initiatives
- Paid Time Off
Qualifications:
- No experience needed beforehand.
- University or college accreditation is not typically necessary for positions at this level.
- Possession of a high school diploma or a GED is favorable.
- Relevant combinations of education, job-specific certifications, or practical experience (including military background) might be reviewed.
- No degree required.
- Certifications and licenses are not a must.
Required Skills
Banking Knowledge
Proactive Sales Approach
Accountability
Customer Service
Identifying Opportunities
Client Loyalty
Customer Experience (CX)
Leveraging Technology