Client Experience Advocate - Retail Banking

Houston Dose; Houston (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision

401(k) with matching

Paid time off

Job summary

PNC's Client Experience Associate in Houston, TX delivers a unique customer experience, educating customers on banking options and leveraging technology to enhance their financial wellbeing. The role supports branch staff, conducts lobby engagement, and drives opportunities to deepen wallet share while maintaining accurate operations.

Based in-office across multiple branches, the position requires strong customer service, compliance with policies, and the ability to manage multiple priorities in

Qualifications

• Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales

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

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC's Client Experience Associate in Houston, TX delivers a unique customer experience, educating customers on banking options and leveraging technology to enhance their financial wellbeing. The role supports branch staff, conducts lobby engagement, and drives opportunities to deepen wallet share while maintaining accurate operations.

Based in-office across multiple branches, the position requires strong customer service, compliance with policies, and the ability to manage multiple priorities in