Client Experience Advocate | Banking & Loyalty

PNC Financial Services Group, Inc.; Baltimore (MD); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Health coverage

Dental and Vision

Life Insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Parental leave

Paid holidays

Vacation days

Job summary

PNC Financial Services Group, Inc. in Baltimore, MD is seeking a Client Experience Associate to deliver a differentiated customer experience and educate customers on financial options.

You will handle varied customer interactions, identify banking opportunities, and make referrals to branch staff to drive loyalty, while supporting in-branch operations. The role emphasizes in-office collaboration within the Retail Branch organization and aims to balance service excellence with proactive sales

Qualifications

• Roles at this level typically do not require a university/college degree.
• Typically <1 year of related experience or product knowledge.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing.
• Processes a variety of customer interactions and educates on alternatives.
• Identifies banking opportunities and refers as appropriate.
• Supports sales through lobby engagement and referrals to staff.
• Assists with maintaining branch operations efficiently.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection

Managing Priorities

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Baltimore, MD is seeking a Client Experience Associate to deliver a differentiated customer experience and educate customers on financial options.

You will handle varied customer interactions, identify banking opportunities, and make referrals to branch staff to drive loyalty, while supporting in-branch operations. The role emphasizes in-office collaboration within the Retail Branch organization and aims to balance service excellence with proactive sales