Client Experience Banker

PNC; Bethesda (MD); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Medical/Vision/Dental

401(k) with match

Pension & stock purchase

Paid time off

Parental leave

Educational assistance

Job summary

PNC in Bethesda, MD is seeking a Client Experience Associate to deliver a distinctive customer experience, educate customers on banking options, and identify opportunities to grow share of wallet within the Retail Banking group.

Based in in-office Bethesda, the role emphasizes advisory interactions, referrals to branch staff, and strong product knowledge to resolve customer issues while maintaining policy compliance.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles emphasize customer experience, banking products, and integrity in service delivery.
• Experience with retail banking processes and branch operations is a plus.

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 including, service to sales, teller interactions, and effective lobby engagement.

Skills

Customer Experience

Banking

Branch Banking

Client Loyalty

Proactive Sales

Communication

Problem Solving

Education

No Degree

Job description

PNC in Bethesda, MD is seeking a Client Experience Associate to deliver a distinctive customer experience, educate customers on banking options, and identify opportunities to grow share of wallet within the Retail Banking group.

Based in in-office Bethesda, the role emphasizes advisory interactions, referrals to branch staff, and strong product knowledge to resolve customer issues while maintaining policy compliance.