Client Experience Pro — Retail Banking

PNC; Tampa (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Paid holidays

Job summary

PNC seeks a Client Experience Associate in Tampa, FL to deliver a premier customer experience, educate clients on banking options, and identify opportunities for referrals. The role emphasizes in-person service, accuracy in branch operations, and proactive engagement to build customer loyalty.

Based in the Tampa area, this in-office position emphasizes a customer-first culture, compliance with policies, and collaboration with branch staff to meet financial needs.

Qualifications

• Experience in customer service or banking is preferred.
• Ability to identify opportunities and refer customers to appropriate staff.
• Strong communication and problem-solving skills.

Responsibilities

• Deliver a unique customer experience to improve financial wellbeing and loyalty.
• Identify opportunities through conversations and referrals to branch staff.
• Engage customers in the lobby and educate on digital banking options.
• Apply product knowledge to resolve customer problems and complete operations accurately.
• Support sales conversations through a defined process to grow wallet share.

Skills

Customer experience

Relationship building

Active listening

Sales referrals

Digital awareness

Education

No Degree

Tools

CRM/branch software

Job description

PNC seeks a Client Experience Associate in Tampa, FL to deliver a premier customer experience, educate clients on banking options, and identify opportunities for referrals. The role emphasizes in-person service, accuracy in branch operations, and proactive engagement to build customer loyalty.

Based in the Tampa area, this in-office position emphasizes a customer-first culture, compliance with policies, and collaboration with branch staff to meet financial needs.