Client Experience Pro — Banking & Loyalty Growth

PNC; Chesapeake (VA); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

medical/prescription drug coverage (in

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC in Chesapeake, VA is seeking a Client Experience Associate to deliver an exceptional customer experience in our Retail Branch. You will educate customers on financial options, identify opportunities, and refer to branch staff to grow wallet share.

The role emphasizes lobby engagement, product knowledge, and adherence to policies while supporting day-to-day operations and customer loyalty initiatives. In-office, full-time position with incentives.

Qualifications

• Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties.
• Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
• Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Chesapeake, VA is seeking a Client Experience Associate to deliver an exceptional customer experience in our Retail Branch. You will educate customers on financial options, identify opportunities, and refer to branch staff to grow wallet share.

The role emphasizes lobby engagement, product knowledge, and adherence to policies while supporting day-to-day operations and customer loyalty initiatives. In-office, full-time position with incentives.