Client Experience Advocate

PNC; Willistown Township (PA); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Paid holidays and vacation days

Job summary

PNC in Paoli, PA is seeking a Client Experience Associate to support multiple branches in the region. The role focuses on delivering an exceptional customer experience and helping clients manage their finances with guided advice and digital tools.

The position is in-office, emphasizes customer service, and involves proactive engagement to identify banking opportunities, educate customers, and refer to branch staff as needed. Sponsorship is not provided for this role.

Qualifications

• No degree required; related experience may be considered.
• Typical <1 year of related experience.
• Education or certifications may be considered in lieu of a degree.

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, 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, ensuring branch operations are efficient and accurate.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.

Skills

Customer Service

Banking

Branch Banking

Identifying Opportunities

Proactive Sales

Leveraging Technology

Effective Communications

Customer Loyalty

Accountability

Digital Awareness

Education

No Degree

Job description

PNC in Paoli, PA is seeking a Client Experience Associate to support multiple branches in the region. The role focuses on delivering an exceptional customer experience and helping clients manage their finances with guided advice and digital tools.

The position is in-office, emphasizes customer service, and involves proactive engagement to identify banking opportunities, educate customers, and refer to branch staff as needed. Sponsorship is not provided for this role.