Banking Client Experience Specialist

PNC Financial Services Group, Inc.; Naples (FL); Hybrid; USD 34,000 - 40,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Life insurance

Disability insurance

Educational assistance

Job summary

PNC Financial Services Group, Inc. in Naples, FL is seeking a Client Experience Associate to deliver a personalized customer experience across branches in the region.

You will engage customers in the lobby, educate them on products, and help drive financial wellbeing through conversation and service. The role involves identifying opportunities, referring to branch staff, and guiding customers to use digital tools and self-service options while maintaining accurate branch operations.

Qualifications

• No degree required; related experience may be considered.
• 0–1 year of banking or customer service experience preferred.
• Ability to identify opportunities and refer to branch staff.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and loyalty.
• Processes a variety of customer interactions and educates customers on alternatives.
• Identifies banking opportunities during customer interactions and refers as appropriate to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products.
• Educates customers on options for managing financial transactions by leveraging technology and resources.
• Applies product and procedural knowledge to solve customer problems and maintain operational efficiency.

Skills

Customer service

Banking knowledge

Digital awareness

Effective communication

Problem solving

Attention to detail

Time management

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Naples, FL is seeking a Client Experience Associate to deliver a personalized customer experience across branches in the region.

You will engage customers in the lobby, educate them on products, and help drive financial wellbeing through conversation and service. The role involves identifying opportunities, referring to branch staff, and guiding customers to use digital tools and self-service options while maintaining accurate branch operations.