PNC
Float and Finance Analyst
Job description
Float and Finance Analyst
Job Description:
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.
• Guarantees 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.
Responsibilities
- 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
- 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
- Guarantees the correct completion of teller and branch operations following the established policies and procedures of PNC
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
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
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