Financial Services Associate

Job Summary for Financial Services Associate:

As a Financial Services Associate at PNC, you will be responsible for delivering excellent customer service, assisting customers with their banking needs, and supporting daily branch operations. This position focuses on creating positive customer experiences while identifying opportunities to recommend PNC products and financial services.

Benefits for Financial Services Associate:

PNC offers a comprehensive benefits package designed to support employees both personally and professionally, including:

• Medical, dental, and vision insurance coverage
• Life insurance benefits
• Short-term and long-term disability protection
• 401(k) plan with company match, pension plans, and stock purchase opportunities
• Dependent care reimbursement accounts
• Backup child and elder care support
• Adoption, surrogacy, and doula reimbursement assistance
• Educational assistance programs, including select fully funded courses
• Wellness programs with financial incentives
• Paid time off benefits

Preferred Skills for Financial Services Associate:

• Strong accountability and dependability
• Knowledge of banking products and services
• Commitment to customer loyalty and relationship building
• Customer experience and service expertise
• Ability to recognize customer needs and opportunities
• Comfort using technology and digital banking tools
• Proactive sales and communication skills

Minimum Requirements for Financial Services Associate:

• No previous experience is required.
• A college or university degree is generally not required for this position.
• A high school diploma or GED is preferred.
• Equivalent education, certifications, work experience, or military service may also be considered.
• No specific degree is necessary.
• No certifications or licenses are required.

Responsibilities for Financial Services Associate:

• Deliver a personalized customer experience that promotes financial wellness and strengthens customer relationships.
• Handle a variety of customer transactions accurately and efficiently.
• Educate customers about available banking options and transaction solutions.
• Identify customer needs and refer them to the appropriate branch team members.
• Engage customers through lobby interactions and meaningful conversations.
• Recommend PNC products and services based on customer financial goals.
• Recognize sales opportunities and connect customers with the right specialists to build stronger relationships.
• Assist customers with digital banking tools, self-service options, and technology resources.
• Use product knowledge and established procedures to resolve customer concerns effectively.
• Ensure branch and teller operations are completed accurately while following PNC policies and procedures.

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