Banking Client Experience Specialist

Fairygodboss

Phoenix (AZ)

On-site

USD 38,000 - 70,000

Full time

9 days ago
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Benefits offered by this job

Medical/Dental/Vision coverage
401(k) with company match
Paid holidays and vacation

Job summary

PNC is seeking a Client Experience Associate based in Phoenix, AZ. The role focuses on delivering a personalized customer experience to improve financial wellbeing and loyalty, while increasing share of wallet through meaningful conversations and referrals.

Preference is given to bilingual Spanish speakers. This in-office role emphasizes customer-focused service with a structured sales process and strong adherence to policies.

Qualifications

  • Typical roles do not require a university degree; high school diploma or GED may be sufficient.
  • SpanishSpeaking - Preferred.
  • Customer-focused with ability to identify opportunities and refer to branch staff.

Responsibilities

  • Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
  • Identifies banking opportunities during customer interactions and refers as appropriate.
  • Performs lobby engagement to connect with customers and position PNC products to meet their needs.
  • Applies product and procedural knowledge to solve customer problems.
  • Ensures teller and branch daily operations and maintenance transactions are completed efficiently.

Skills

Customer service
Accountability
Banking products
Branch banking
Client loyalty
Customer experience
Proactive sales
Identifying opportunities
Leveraging technology

Education

No Degree

Job description

PNC is seeking a Client Experience Associate based in Phoenix, AZ. The role focuses on delivering a personalized customer experience to improve financial wellbeing and loyalty, while increasing share of wallet through meaningful conversations and referrals.

Preference is given to bilingual Spanish speakers. This in-office role emphasizes customer-focused service with a structured sales process and strong adherence to policies.

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