Banking Client Experience Specialist

PNC Financial Services Group, Inc.; Lakewood (CO); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision insurance

Life insurance

Short and long-term disability

401(k) with PNC match

Paid holidays

Job summary

PNC Financial Services Group, Inc. seeks a Client Experience Associate in Lakewood, CO to deliver an exceptional customer experience, educate customers on financial options, and identify opportunities to deepen relationships.

You will engage customers in the lobby and through outbound interactions, guiding them toward suitable PNC products and services. The role emphasizes customer loyalty, balanced risk management, and a strong focus on service-to-sales; in-office environment with comprehensive

Qualifications

• No university degree required; related experience may be considered.
• Typical <1 year of related experience.
• Strong customer service and sales orientation.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
• Educates customers on alternatives available for their financial interactions.
• Identifies banking opportunities during customer interactions and makes referrals as appropriate.
• Performs lobby engagement activities to connect with customers and position PNC products.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Job description

PNC Financial Services Group, Inc. seeks a Client Experience Associate in Lakewood, CO to deliver an exceptional customer experience, educate customers on financial options, and identify opportunities to deepen relationships.

You will engage customers in the lobby and through outbound interactions, guiding them toward suitable PNC products and services. The role emphasizes customer loyalty, balanced risk management, and a strong focus on service-to-sales; in-office environment with comprehensive