Floating Senior Financial Analyst

Floating Senior Financial Analyst

Job Description

As a Floating Senior Financial 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.

Responsibilities

• Offers a personalized customer experience aimed at enhancing financial health and building strong customer allegiance.
• Processes different types of customer engagements accurately and efficiently.
• Advises customers on the various options they have when conducting financial transactions.
• Recognizes opportunities in customer interactions and channels them to the appropriate branch team.
• Encourages customer participation in lobby activities and valuable interactions.
• Modifies PNC offerings to align with specific customer requirements.
• Recognizes potential sales openings and guides clients to the right team members for fostering relationships.
• Provides guidance to clients regarding digital banking tools, technology choices, and self‑service resources to streamline financial transaction management.
• Demonstrates product and procedural expertise in effectively solving customer concerns.
• 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

Qualifications

• No prior background needed.
• University or college accreditation is not typically necessary for positions at this level.
• It is recommended that applicants possess a high school diploma or GED.
• Similar combinations of education, job‑specific credentials, or relevant background (including military service) could be weighed.
• No degree required.
• Certifications and licenses are not a must.

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
• 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 allowing employees to allocate a portion of pre‑tax wages for qualified dependent care expenses
• Backup Child/Elder Care
• Adoption, Surrogacy, and Doula Reimbursement policy outlining guidelines for related reimbursements
• Support for Learning (including specific fully paid programs) accessible to students in need of assistance
• Monetary benefits to encourage engagement with wellness activities
• Paid Time Off