Client Experience Advocate – Banking & Loyalty

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

Job summary

PNC's Fresno, CA office is seeking a Client Experience Associate within Retail Banking to deliver an outstanding customer experience across multiple branches in the region, helping customers improve their financial wellbeing and build loyalty.

The role emphasizes engaging with customers, identifying banking opportunities, guiding referrals to branch staff, and educating clients on digital tools while supporting daily operations in a compliant, customer‑centric environment.

Qualifications

• Roles at this level typically do not require a university / college degree, high school diploma or GED.
• 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.
• 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, demonstrating sound judgment within established limits.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.

Skills

Accountability

Banking

Customer Service

Identifying Opportunities

Proactive Sales

Digital Awareness

Customer Experience

Education

No Degree

Job description

PNC's Fresno, CA office is seeking a Client Experience Associate within Retail Banking to deliver an outstanding customer experience across multiple branches in the region, helping customers improve their financial wellbeing and build loyalty.

The role emphasizes engaging with customers, identifying banking opportunities, guiding referrals to branch staff, and educating clients on digital tools while supporting daily operations in a compliant, customer‑centric environment.