Client Experience & Banking Advisor

PNC Financial Services Group, Inc.; Clark (NJ); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Clark, NJ (in-office). The role focuses on delivering a premier customer experience, processing customer interactions, and educating clients on banking options to strengthen loyalty and share of wallet.

The position supports proactive sales conversations through lobby engagement and referrals to branch staff, enhancing customer financial wellbeing and satisfaction within the Retail organization.

Qualifications

• No college degree required; related experience may be considered.
• Strong customer service skills with ability to explain banking products clearly.
• Ability to identify opportunities and refer to branch staff when appropriate.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Processes a variety of customer interactions and educates customers on options.
• Identifies banking opportunities and makes appropriate referrals.
• Performs lobby engagement to connect customers with PNC products.
• Supports proactive sales conversations through the defined sales process.

Skills

Customer service

Banking knowledge

Financial advice

Sales skills

Communication

Relationship building

Tech awareness

Problem solving

Attention to detail

Time management

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Clark, NJ (in-office). The role focuses on delivering a premier customer experience, processing customer interactions, and educating clients on banking options to strengthen loyalty and share of wallet.

The position supports proactive sales conversations through lobby engagement and referrals to branch staff, enhancing customer financial wellbeing and satisfaction within the Retail organization.