Client Experience Associate — In-Office Banking & Growth

PNC Financial Services Group, Inc.

Leesburg (VA)

On-site

USD 41,000 - 68,000

Full time

2 days ago
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Benefits offered by this job

Health benefits
401(k) plan with match
Paid time off
Wellness program

Job summary

PNC Financial Services Group, Inc. in Leesburg, Virginia, seeks a Client Experience Associate to deliver a unique customer experience, educate on financial options, and identify opportunities to grow share of wallet.

You will support lobby engagement, drive referrals to branch staff, and promote digital tools to simplify transactions and enhance loyalty. Role emphasizes in-office collaboration, strong communication, and a customer-focused mindset within a structured sales process.

Qualifications

  • Typically <1 year of related experience.
  • Education and experience may be substituted as appropriate.

Responsibilities

  • Delivers a customer experience focused on financial wellbeing and loyalty.
  • Handles a variety of customer interactions and educates on options.
  • Identifies banking opportunities and makes referrals to branch staff.
  • Engages customers in the lobby to showcase PNC products and digital tools.
  • Supports sales conversations through a defined process and proactive outreach.

Skills

Accountability
Banking
Branch Banking
Client Loyalty
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales
Digital Awareness
Effective Communications
Fraud Detection and Prevention
Managing Multiple Priorities
Problem Solving
Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Leesburg, Virginia, seeks a Client Experience Associate to deliver a unique customer experience, educate on financial options, and identify opportunities to grow share of wallet.

You will support lobby engagement, drive referrals to branch staff, and promote digital tools to simplify transactions and enhance loyalty. Role emphasizes in-office collaboration, strong communication, and a customer-focused mindset within a structured sales process.

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