Branch Experience Specialist

PNC Financial Services Group, Inc.; Houston (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision options

Life insurance (employee and dependent

Disability protection

401(k) with match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. in Houston, TX is seeking a Client Experience Associate to deliver a differentiated customer experience and promote financial wellbeing. You will handle customer interactions, educate on alternatives, and refer opportunities to branch staff to grow share of wallet.

The role emphasizes proactive sales within a structured process, collaboration with branch teams, and maintaining accurate teller operations while delivering excellent service.

Qualifications

• No degree required; related experience or product knowledge may be considered.
• Typically <1 year of related experience for this level.
• Familiarity with banking products and customer interactions is helpful.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Educates customers on alternatives and refers opportunities to branch staff.
• Supports proactive sales conversations through a defined sales process.
• Ensures teller and branch operations are performed efficiently and accurately.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

CX

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Awareness

Priorities

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Houston, TX is seeking a Client Experience Associate to deliver a differentiated customer experience and promote financial wellbeing. You will handle customer interactions, educate on alternatives, and refer opportunities to branch staff to grow share of wallet.

The role emphasizes proactive sales within a structured process, collaboration with branch teams, and maintaining accurate teller operations while delivering excellent service.