Client Experience & Banking Advisor

PNC; Alexandria (VA); On-site; USD 41,000 - 68,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Alexandria, VA.

The role focuses on delivering exceptional customer experiences, educating clients on financial options, and identifying opportunities to grow wallet share through proactive engagement and referrals to branch staff. Responsibilities include handling a variety of customer interactions, leveraging technology to educate customers, and ensuring efficient branch operations while maintaining strong

Qualifications

• Customer experience-focused role within Retail Banking
• Ability to identify banking opportunities and refer to branch staff
• Proficient in leveraging technology to educate customers on options
• Adherence to policies and procedures; sound judgment in operations
• Strong communication and problem-solving to enhance loyalty and wallet share

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.
• Identifies opportunities through conversations with customers and refers to branch staff.
• Engages customers in the lobby to position PNC products to meet their needs.
• Explains options for managing finances using technology and resources.
• Supports proactive sales conversations through 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 Financial Services Group, Inc. is seeking a Client Experience Associate in Alexandria, VA.

The role focuses on delivering exceptional customer experiences, educating clients on financial options, and identifying opportunities to grow wallet share through proactive engagement and referrals to branch staff. Responsibilities include handling a variety of customer interactions, leveraging technology to educate customers, and ensuring efficient branch operations while maintaining strong