Client Experience Advisor

Fairygodboss; Fort Worth (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision options

Life insurance

Job summary

PNC seeks a Client Experience Associate to join its Retail Banking team in Fort Worth, Texas. This in-office role focuses on delivering a unique customer experience, educating customers on banking options, and growing wallet share across branches in the region.

Ideal candidates show strong customer focus, risk awareness, and the ability to engage clients through lobby activities and proactive conversations, while adhering to bank policies and procedures.

Qualifications

• Relevant customer service experience or related field.
• Ability to identify customer needs and provide appropriate banking solutions.
• Strong communication and problem solving.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and loyalty while increasing share of wallet.
• Identifies opportunities through meaningful conversations with customers and refers to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products.
• Applies product and procedural knowledge to solve customer problems.
• Adheres to policies and ensures branch operations are efficient and accurate.
• Supports proactive sales conversations through defined sales process and referrals.
• Contributes to customer loyalty and growing wallet share by delivering differentiated service.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Job description

PNC seeks a Client Experience Associate to join its Retail Banking team in Fort Worth, Texas. This in-office role focuses on delivering a unique customer experience, educating customers on banking options, and growing wallet share across branches in the region.

Ideal candidates show strong customer focus, risk awareness, and the ability to engage clients through lobby activities and proactive conversations, while adhering to bank policies and procedures.