Client Experience Pro — Banking & Loyalty

PNC Financial Services Group, Inc.; Alhambra (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) match

Pension plan

Dependent care

Adoption reimbursement

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. seeks a Client Experience Associate for our in-office Retail Banking team. Based in Phoenix, AZ at the Alhambra Branch, this role emphasizes a unique customer experience to improve financial wellbeing and loyalty.

Spanish language skills are preferred, and the position supports a robust sales process and meaningful branch engagement. Candidates will educate customers on banking options, leverage technology, and refer opportunities to branch staff to grow share

Qualifications

• Experience in banking and customer service.
• Ability to identify banking opportunities during customer interactions.
• Strong interpersonal and communication skills.

Responsibilities

• Deliver a unique customer experience aimed at improving financial wellbeing and loyalty.
• Educate customers on options and technology to manage transactions.
• Identify opportunities and refer them to branch staff.
• Support proactive sales conversations through a defined sales process and lobby engagement.
• Help grow customer share of wallet by delivering differentiated service.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Effective Communications

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. seeks a Client Experience Associate for our in-office Retail Banking team. Based in Phoenix, AZ at the Alhambra Branch, this role emphasizes a unique customer experience to improve financial wellbeing and loyalty.

Spanish language skills are preferred, and the position supports a robust sales process and meaningful branch engagement. Candidates will educate customers on banking options, leverage technology, and refer opportunities to branch staff to grow share