Client Experience & Financial Wellness Advisor

PNC Financial Services Group, Inc.; Bryan (TX); On-site; USD 40,000 - 50,000; Full time

Job summary

At PNC Financial Services Group, Inc. in Bryan, TX, the Client Experience Associate will support multiple branches in delivering exceptional customer experiences. This in-office role emphasizes an inclusive workplace culture and employee growth.

The successful candidate will engage with customers, educate them on financial options, and identify opportunities to enhance loyalty and share of wallet.

Please note that PNC does not provide visa sponsorship for this position.

Qualifications

• Demonstrate appropriate knowledge, skills, and abilities for the role.

Responsibilities

• Deliver a unique customer experience to improve financial wellbeing.
• Process a variety of customer interactions.
• Educate customers on available financial interactions.
• Identify banking opportunities during customer interactions.
• Perform lobby engagement activities to connect with customers.
• Leverage technology to manage financial transactions.
• Solve customer problems using product and procedural knowledge.
• Ensure accuracy and efficiency in branch operations.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy and Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Job description

At PNC Financial Services Group, Inc. in Bryan, TX, the Client Experience Associate will support multiple branches in delivering exceptional customer experiences. This in-office role emphasizes an inclusive workplace culture and employee growth.

The successful candidate will engage with customers, educate them on financial options, and identify opportunities to enhance loyalty and share of wallet.

Please note that PNC does not provide visa sponsorship for this position.