Client Experience Associate

PNC; Milwaukee (WI); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability protection

401(k) with match

Pension plan

Stock purchase plan

Dependent care reimbursement

Educational assistance

Job summary

PNC's Milwaukee-based Client Experience Associate role supports multiple branches in the Retail Banking region. You will deliver a differentiated customer experience, educate customers on financial options, and refer opportunities to branch staff to enhance loyalty.

The position emphasizes lobby engagement, handling varied customer interactions, and guiding customers to technology-enabled solutions. No degree is required, with Spanish language skills preferred.

Qualifications

• Roles at this level typically do not require a university / college degree, high school diploma or GED.
• Spanish speaking is preferred.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Processes customer interactions and educates customers on alternatives for their financial interactions.
• Identifies opportunities during conversations and refers to branch staff as appropriate.
• Educates customers on options for managing financial transactions by leveraging technology and resources.
• Supports proactive sales conversations through a defined sales process and lobby engagement.

Skills

Customer Service

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Identifying Opportunities

Leveraging Technology

Proactive Sales

Digital Awareness

Effective Communications

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based in Milwaukee, WI supporting multiple branches in the Region.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

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.

Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred 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

Work Experience

Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically

Education

No Degree

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

Spanish Speaking - Preferred

Pay Transparency

Base Salary: $33,750.00 - $56,250.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 09/25/2026, although it may be longer with business discretion.

Benefits

• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match, pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, inclu