Banking Experience Specialist - Client Loyalty

PNC; Glenview (IL); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

401(k) with match

Paid time off

Education assistance

Job summary

PNC in Northbrook, IL is seeking a Client Experience Associate to deliver a personalized banking experience across branches. You will engage customers, educate on products, and refer opportunities to branch staff while maintaining risk and policy compliance.

The role emphasizes loyalty, cross-selling, and ensuring efficient branch operations, with a focus on helping customers manage finances through technology and thoughtful service.

Qualifications

• Experience in retail banking and customer service.
• Ability to upsell and refer opportunities.
• Familiarity with branch operations and banking compliance.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions.
• 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, demonstrating sound judgment within established limits.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.

Skills

Customer Service

Customer Experience

Client Loyalty

Banking

Branch Banking

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accountability

Education

No Degree

Job description

PNC in Northbrook, IL is seeking a Client Experience Associate to deliver a personalized banking experience across branches. You will engage customers, educate on products, and refer opportunities to branch staff while maintaining risk and policy compliance.

The role emphasizes loyalty, cross-selling, and ensuring efficient branch operations, with a focus on helping customers manage finances through technology and thoughtful service.