Client Experience Advocate - Banking & Loyalty

PNC Financial Services Group

Littleton (CO)

On-site

USD 37,000 - 62,000

Full time

4 days ago
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Benefits offered by this job

Medical / Dental / Vision
401(k) with company match
Pension and stock purchase plans
Paid holidays

Job summary

PNC Financial Services Group in Littleton, CO is seeking a Client Experience Associate to deliver a superior customer experience and grow the bank's share of wallet. The role emphasizes proactive engagement, education on digital tools, and referrals to branch staff to meet customer needs.

In-office, local travel across the region is common. This position supports customer loyalty initiatives and requires strong communication with customers and colleagues as part of the daily operations.

Qualifications

  • Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
  • No Degree is required for this position.
  • No Required Certification(s) are specified for this role.

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, ensuring efficient and accurate branch operations.
  • Supports proactive sales conversations and loyalty growth through a defined sales process.

Skills

Accountability
Banking
Branch Banking
Client Loyalty
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales

Education

No Degree
No Required Certification(s)

Job description

PNC Financial Services Group in Littleton, CO is seeking a Client Experience Associate to deliver a superior customer experience and grow the bank's share of wallet. The role emphasizes proactive engagement, education on digital tools, and referrals to branch staff to meet customer needs.

In-office, local travel across the region is common. This position supports customer loyalty initiatives and requires strong communication with customers and colleagues as part of the daily operations.

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