Banking Client Experience Specialist

PNC; Bainbridge Township (OH); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid holidays

Parental leave

Job summary

PNC in Chagrin Valley, OH is seeking a Client Experience Associate. Based in an in-office setting, you will deliver a personalized customer experience, educate clients on banking options, and identify opportunities to grow share of wallet through proactive conversations with customers.

This role emphasizes service quality and adherence to branch procedures. Candidates should be prepared to engage with customers, refer to branch staff as needed, and leverage technology to assist customers in

Qualifications

• Roles at this level typically do not require a university/college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties.
• No technical certifications required beyond standard industry practices.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products to meet their needs.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.

Skills

Accountability

Banking

Branch Banking

Customer Service

Customer Experience

Sales Opportunities

Education

No Degree

Job description

PNC in Chagrin Valley, OH is seeking a Client Experience Associate. Based in an in-office setting, you will deliver a personalized customer experience, educate clients on banking options, and identify opportunities to grow share of wallet through proactive conversations with customers.

This role emphasizes service quality and adherence to branch procedures. Candidates should be prepared to engage with customers, refer to branch staff as needed, and leverage technology to assist customers in