Client Experience Pro — Banking & Loyalty Builder

PNC Financial Services Group, Inc.; Glenview (KY); On-site; USD 38,000 - 48,000; Full time

Job summary

PNC Financial Services Group, Inc. in Louisville, KY is seeking a Client Experience Associate to deliver a differentiated customer experience across multiple local branches.

You will engage customers, educate on financial options, and identify opportunities to improve loyalty and share of wallet through proactive conversations and referrals to branch staff. This in-office role emphasizes real-time service, adherence to policies, and leveraging technology to help customers complete transactions.

Qualifications

• Roles at this level typically do not require a university/college degree.
• Related experience or product knowledge may be considered.
• No degree required for entry-level candidates.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.
• Processes a variety of customer interactions and educates customers on alternatives available for their financial interactions.
• Identifies banking opportunities during customer interactions and refers as appropriate to branch staff.
• Supports proactive sales conversations through a defined sales process including service to sales and teller interactions.
• Ensures branch operations and maintenance transactions are completed in an efficient and accurate manner.

Skills

Customer Service

Banking

Branch Banking

Customer Experience

Proactive Sales

Identifying Opportunities

Digital Awareness

Effective Communications

Managing Priorities

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Louisville, KY is seeking a Client Experience Associate to deliver a differentiated customer experience across multiple local branches.

You will engage customers, educate on financial options, and identify opportunities to improve loyalty and share of wallet through proactive conversations and referrals to branch staff. This in-office role emphasizes real-time service, adherence to policies, and leveraging technology to help customers complete transactions.