Client Experience Advocate - Banking & Loyalty

PNC; Escalon (CA); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with match

Paid holidays

Vacation days

Job summary

PNC Financial Services Group, Inc. in Escalon, CA is seeking a Client Experience Associate within Retail Banking.

The role focuses on delivering a superior customer experience, educating customers on financial options, and expanding share of wallet through proactive engagement. You will handle diverse customer interactions, refer opportunities to branch staff, and help customers manage transactions using technology and available tools.

Qualifications

• Work Experience at this level typically does not require a university/ college degree, however may require related experience or product knowledge to accomplish primary duties.
• Typically <1 year of related experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s) and experience may be considered.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Processes a variety of customer interactions.
• Educates customers on alternatives available for their financial interactions.
• Identifies banking opportunities during the customer interaction and refers as appropriate.
• 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.
• Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits.
• Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales Competencies

Accuracy and Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Escalon, CA is seeking a Client Experience Associate within Retail Banking.

The role focuses on delivering a superior customer experience, educating customers on financial options, and expanding share of wallet through proactive engagement. You will handle diverse customer interactions, refer opportunities to branch staff, and help customers manage transactions using technology and available tools.