Client Experience Advocate — Banking & Loyalty

PNC Financial Services Group, Inc.; Bethesda (MD); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability insurance

401(k) match

Paid time off

Holidays

Job summary

PNC Financial Services Group, Inc. in Bethesda, MD, seeks a Client Experience Associate to deliver a differentiated customer experience in our Retail Banking organization. This in-office role emphasizes financial wellbeing, proactive conversations, and effective lobby engagement to grow customer loyalty.

The role involves educating customers on options, processing interactions, and referring opportunities to branch staff while maintaining accurate daily operations and a strong compliance mindset.

Qualifications

• Candidates should demonstrate a customer-focused mindset and strong communication skills.
• Experience in banking or retail banking is preferred.
• Ability to identify opportunities and refer to branch staff when appropriate.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing.
• Processes customer interactions and educates on alternatives.
• Identifies banking opportunities and refers as appropriate.
• Supports sales conversations through a defined process and lobby engagement.
• Ensures daily branch operations are accurate and efficient.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy & Detail

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Bethesda, MD, seeks a Client Experience Associate to deliver a differentiated customer experience in our Retail Banking organization. This in-office role emphasizes financial wellbeing, proactive conversations, and effective lobby engagement to grow customer loyalty.

The role involves educating customers on options, processing interactions, and referring opportunities to branch staff while maintaining accurate daily operations and a strong compliance mindset.