Float and Finance Analyst

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.