Banking Client Experience Specialist

PNC Financial Services Group, Inc.; Knapps Corner (NY); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision

401(k) with match

Life insurance

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate to deliver exceptional customer experiences within Retail Banking. The role focuses on educating customers, identifying banking opportunities, and supporting sales through in-branch engagement.

Based in Grand Rapids, MI, the position emphasizes in-office collaboration, adherence to policies, and driving customer loyalty while maintaining accurate branch operations. No visa sponsorship is provided.

Qualifications

• No university degree required; related experience or product knowledge may be considered.
• Typically less than 1 year of related experience.
• In lieu of a degree, a comparable education or certifications may be considered.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and loyalty.
• Processes a variety of customer interactions.
• Educates customers on alternatives for their financial interactions and referrals as appropriate.
• Identifies banking opportunities during interactions and refers to branch staff when suitable.
• Performs lobby engagement to connect with customers and promote PNC products.
• Educates customers on managing financial transactions using technology and resources.
• Supports proactive sales conversations through a defined sales process.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate to deliver exceptional customer experiences within Retail Banking. The role focuses on educating customers, identifying banking opportunities, and supporting sales through in-branch engagement.

Based in Grand Rapids, MI, the position emphasizes in-office collaboration, adherence to policies, and driving customer loyalty while maintaining accurate branch operations. No visa sponsorship is provided.