Banking Client Experience Specialist

PNC; Town of Florida (NY); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Paid time off and holidays

Job summary

PNC is seeking a Client Experience Associate based at the Welch Rd Branch in Apopka, FL to deliver a differentiated customer experience and grow wallet share. You will engage customers in the lobby, educate on digital tools, and refer opportunities to branch staff as part of a team-driven, in-office culture.

The role emphasizes customer focus, risk awareness, and adherence to policies while supporting day-to-day branch operations and proactive sales conversations.

Qualifications

• Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products to meet their needs.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, ensuring teller and branch daily operations are completed efficiently and accurately.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process to elevate client loyalty.

Skills

customer service

customer experience

banking

branch banking

identifying opportunities

proactive sales

leveraging technology

accountability

Education

No Degree

Job description

PNC is seeking a Client Experience Associate based at the Welch Rd Branch in Apopka, FL to deliver a differentiated customer experience and grow wallet share. You will engage customers in the lobby, educate on digital tools, and refer opportunities to branch staff as part of a team-driven, in-office culture.

The role emphasizes customer focus, risk awareness, and adherence to policies while supporting day-to-day branch operations and proactive sales conversations.