Client Experience Advisor: Banking & Loyalty Growth

Talentify

Chesapeake (VA)

On-site

USD 34,000 - 56,000

Full time

11 days ago

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Benefits offered by this job

Medical/Dental/Vision coverage
401(k) with company match
Pension and stock purchase plans
Paid holidays and vacation days

Job summary

PNC is seeking a Client Experience Associate based in Chesapeake, VA to deliver an exceptional in-person customer experience within the Retail Branch. You will engage customers, educate them on financial options, and identify opportunities to deepen relationships through personalized referrals and digital tools.

In-office role focused on service-to-sales, lobby engagement, and maintaining accurate branch operations while upholding risk controls.

Qualifications

  • Customer-focused and capable of educating customers on options.
  • Familiar with branch banking products and processes.
  • Able to identify opportunities and refer customers to appropriate staff.

Responsibilities

  • Delivers a unique customer experience to improve financial wellbeing and loyalty.
  • Identifies opportunities through conversations and referrals to branch staff.
  • Performs lobby engagement to connect customers with PNC products and digital tools.
  • Applies product knowledge to resolve customer problems and support daily operations.

Skills

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

Education

No Degree

Job description

PNC is seeking a Client Experience Associate based in Chesapeake, VA to deliver an exceptional in-person customer experience within the Retail Branch. You will engage customers, educate them on financial options, and identify opportunities to deepen relationships through personalized referrals and digital tools.

In-office role focused on service-to-sales, lobby engagement, and maintaining accurate branch operations while upholding risk controls.

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