Banking Client Experience Specialist

Fairygodboss; Naples (FL); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) with match

Paid time off and holidays

Job summary

PNC is recruiting for a Client Experience Associate in Naples, FL, focused on delivering a superior customer experience across branches. You will educate customers on alternatives, identify opportunities, and refer to branch staff as needed.

This role emphasizes lobby engagement, use of digital tools, and maintaining accurate branch operations within policy guidelines. The position supports proactive sales initiatives and aims to grow customer loyalty and wallet share through consistent,

Qualifications

• Customer-focused with strong communication skills.
• Experience in banking or financial services preferred.
• Ability to identify opportunities and educate customers on options.

Responsibilities

• Delivers a unique customer experience and educates customers on alternatives while increasing loyalty.
• Identifies opportunities through conversations and makes referrals to branch staff.
• Performs lobby engagement to position products and leverage technology for transactions.
• Applies product knowledge to solve customer problems.
• Follows policies and ensures efficient teller and branch operations.
• Supports proactive sales through a defined process and lobby engagement.
• Contributes to customer loyalty and share of wallet with differentiated service.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC is recruiting for a Client Experience Associate in Naples, FL, focused on delivering a superior customer experience across branches. You will educate customers on alternatives, identify opportunities, and refer to branch staff as needed.

This role emphasizes lobby engagement, use of digital tools, and maintaining accurate branch operations within policy guidelines. The position supports proactive sales initiatives and aims to grow customer loyalty and wallet share through consistent,