Client Experience Advisor (Banking)

Fairygodboss

Parker (CO)

On-site

USD 37,000 - 62,000

Full time

13 days ago
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Benefits offered by this job

Medical coverage
401(k) with company match
Paid time off and holidays

Job summary

PNC is seeking a Client Experience Associate based in Parker, CO, at the Crown Point branch. You will deliver a customer-focused experience that improves financial wellbeing and loyalty, while expanding share of wallet through informed conversations and referrals.

Role emphasizes lobby engagement, education on digital tools, and applying product knowledge to resolve customer issues. Spanish is a plus, and this is an in-office position at the Crown Point location.

Qualifications

  • No university degree required; related experience or certifications may be considered.
  • Experience in customer service or banking is helpful.
  • Ability to learn product and policy details to assist customers.

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 and makes referrals to branch staff.
  • Performs lobby engagement to position PNC products and educate customers on options for managing transactions.
  • Applies product and procedural knowledge to solve customer problems and ensures branch operations are efficient.

Skills

Customer Focused
Managing Risk
Banking
Client Loyalty
Customer Experience
Education and Communication
Identifying Opportunities
Leveraging Technology
Proactive Sales

Education

No Degree

Job description

PNC is seeking a Client Experience Associate based in Parker, CO, at the Crown Point branch. You will deliver a customer-focused experience that improves financial wellbeing and loyalty, while expanding share of wallet through informed conversations and referrals.

Role emphasizes lobby engagement, education on digital tools, and applying product knowledge to resolve customer issues. Spanish is a plus, and this is an in-office position at the Crown Point location.

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