Client Experience Advocate – Banking

Fairygodboss; Maryland Line (MD); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision

401(k) with match

Paid time off

Job summary

PNC in Maryland Line, MD is seeking a Client Experience Associate to deliver a distinctive banking experience, educate customers, and identify opportunities within interactions across branches.

Based in-office, you will support multiple branches, process transactions, and refer opportunities to branch staff while upholding risk management and customer-centric service standards. This role emphasizes loyalty, digital tools, and collaborative teamwork.

Qualifications

• Knowledge of retail banking products and services.
• Experience in customer-facing roles preferred.
• Ability to leverage technology to assist customers.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and loyalty while handling customer interactions.
• Identifies opportunities through conversations with customers and referrals to branch staff.
• Performs lobby engagement to connect with customers and present PNC products; educates on digital options.
• Applies product and procedural knowledge to solve customer problems.
• Ensures teller and branch operations are accurate and efficient.
• Supports proactive sales through a defined process including service-to-sales and lobby engagement.
• Helps grow customer wallet share by delivering differentiated experiences.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Maryland Line, MD is seeking a Client Experience Associate to deliver a distinctive banking experience, educate customers, and identify opportunities within interactions across branches.

Based in-office, you will support multiple branches, process transactions, and refer opportunities to branch staff while upholding risk management and customer-centric service standards. This role emphasizes loyalty, digital tools, and collaborative teamwork.