Client Experience Associate — Banking & Loyalty

Fairygodboss

Maryland

On-site

USD 37,000 - 62,000

Full time

8 days ago

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Benefits offered by this job

401(k) with company match

Medical/dental/vision benefits

Paid time off

Job summary

PNC's Abingdon, Maryland-based Client Experience Associate delivers a personalized customer experience aimed at improving financial wellbeing and loyalty. You will guide customers through banking options, identify opportunities, and refer to branch staff when appropriate, while leveraging technology to support transactions and service delivery.

The role emphasizes adherence to policies, accurate operations, and proactive sales conversations to grow customer share of wallet.

Qualifications

Knowledge, skills, and abilities required for the role as outlined.
Experience level typically < 1 year, with potential for related experience.
Familiarity with banking products and customer service is preferred.

Responsibilities

Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty while increasing share of wallet. Processes a variety of customer interactions.
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 teller and branch daily operations are accurate and efficient.
Supports proactive sales conversations through internal and outbound interactions with a defined sales process.
Supports customer loyalty and helps to grow customer share of wallet.