Banking Client Experience Specialist

PNC Financial Services Group, Inc.

Westminster (MD)

On-site

USD 37,000 - 62,000

Full time

4 days ago
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Benefits offered by this job

Medical and dental coverage
401(k) with company match
Paid time off
Education assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Westminster, MD. Based in-office, you will help customers with financial needs, educate them on product options, and refer opportunities to branch staff to grow loyalty and wallet share.

You will engage customers in the lobby, demonstrate tech tools for transactions, and apply knowledge to resolve issues while adhering to policies and procedures.

Qualifications

  • Typically less than 1 year of related experience.
  • Comparable combination of education, certifications and experience may be considered.

Responsibilities

  • Deliver a unique customer experience to improve financial wellbeing.
  • Educate customers on alternatives for their financial interactions.
  • Identify banking opportunities during interactions and refer to branch staff.
  • Engage customers in lobby activities to connect with PNC products.
  • Educate customers on using technology to manage transactions.
  • Apply product and procedural knowledge to solve customer problems.
  • Follow policies and maintain efficient branch operations.
  • Support proactive sales conversations through a defined process.

Skills

Accountability
Banking
Branch Banking
Client Loyalty
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Westminster, MD. Based in-office, you will help customers with financial needs, educate them on product options, and refer opportunities to branch staff to grow loyalty and wallet share.

You will engage customers in the lobby, demonstrate tech tools for transactions, and apply knowledge to resolve issues while adhering to policies and procedures.

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