Client Experience & Loyalty Specialist

PNC; Solon (OH); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Life insurance

401(k) with match

Pension and stock purchase plans

Dependent care reimbursement

Back-up child/elder care

Adoption support

Doula reimbursement

Job summary

PNC is seeking a Client Experience Associate in Solon, OH to deliver a unique customer experience and improve financial wellbeing. You will educate customers, identify opportunities, and refer to branch staff to grow share of wallet.

You will support lobby engagement, leverage technology, and execute a defined service-to-sales process while upholding policies and strong risk controls.

Qualifications

• Experience in customer banking and financial services.
• Ability to educate customers on options and refer to branch staff.
• Solid understanding of banking products and processes.

Responsibilities

• Delivers a customer experience aimed at improving financial wellbeing.
• Processes customer interactions and educates on available options.
• Identifies opportunities and referrals to branch staff.
• Engages customers through lobby activities and product discussions.
• Supports sales processes and drives customer loyalty.

Skills

Accountability

Banking

Branch Banking

Customer Loyalty

Customer Experience

Identifying Opportunities

Leveraging Technology

Proactive Sales

Managing Multiple Priorities

Effective Communications

Education

No Degree

Job description

PNC is seeking a Client Experience Associate in Solon, OH to deliver a unique customer experience and improve financial wellbeing. You will educate customers, identify opportunities, and refer to branch staff to grow share of wallet.

You will support lobby engagement, leverage technology, and execute a defined service-to-sales process while upholding policies and strong risk controls.