Banking Client Experience Specialist

PNC Financial Services Group, Inc.

Port Reading (NJ)

On-site

USD 42,000 - 68,000

Full time

5 days ago
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Job summary

PNC Financial Services Group, Inc. in New Jersey is seeking a Client Experience Associate to deliver a differentiated customer experience within the Retail organization, based in Fords or Avenel.

This in-office role supports educating customers, identifying banking opportunities, and guiding transactions with a focus on loyalty and value. You will engage customers at the branch, educate on options, and refer opportunities to branch staff, following a defined sales process and emphasizing

Qualifications

  • Customer service experience or exposure to retail banking preferred.
  • No degree required; relevant experience may be considered in lieu of education.
  • Ability to identify banking opportunities and refer customers appropriately.

Responsibilities

  • Delivers a unique customer experience to improve financial wellbeing and loyalty.
  • Identifies banking opportunities during customer interactions and refers to branch staff.
  • Educates customers on options and leverages technology to assist transactions.
  • Supports proactive sales conversations and lobby engagement to grow share of wallet.

Skills

Customer Service
Proactive Sales
Banking Knowledge
Client Loyalty
Digital Awareness
Communication Skills
Problem Solving

Education

No Degree

Job description

PNC Financial Services Group, Inc. in New Jersey is seeking a Client Experience Associate to deliver a differentiated customer experience within the Retail organization, based in Fords or Avenel.

This in-office role supports educating customers, identifying banking opportunities, and guiding transactions with a focus on loyalty and value. You will engage customers at the branch, educate on options, and refer opportunities to branch staff, following a defined sales process and emphasizing

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