Client Experience Pro: Retail Banking Concierge

Fairygodboss

Philadelphia (Philadelphia County)

On-site

USD 40,000 - 52,000

Full time

3 days ago
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Benefits offered by this job

Medical coverage
Dental and vision options
401(k) with company match
Paid time off

Job summary

PNC, based in Philadelphia, is seeking a Full Time Client Experience Associate in our Retail organization. This in-office role emphasizes delivering a superior customer experience, educating clients on digital and branch solutions, and identifying opportunities to deepen relationships.

The position requires strong communication and adherence to risk and policy standards. You will work at the 40th Street Branch in Philadelphia, interacting with customers, supporting sales through a defined

Qualifications

  • No university degree required, but related experience may be considered.
  • Knowledge of banking products is preferred.
  • Familiarity with customer data and privacy practices.

Responsibilities

  • Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.
  • Educates customers on alternatives available for their financial interactions and refers opportunities as appropriate.
  • Identifies banking opportunities through meaningful conversations with customers and refers to branch staff.
  • Performs lobby engagement to connect with customers and position PNC products to meet their needs.
  • Applies product and procedural knowledge to solve customer's problems.
  • Supports proactive sales conversations through a defined sales process and service-to-sales, teller interactions, and lobby engagement.
  • Maintains efficient and accurate branch daily operations and maintenance transactions.

Skills

Accountability
Banking
Branch Banking
Customer Experience
Customer Service
Proactive Sales

Education

No Degree

Job description

PNC, based in Philadelphia, is seeking a Full Time Client Experience Associate in our Retail organization. This in-office role emphasizes delivering a superior customer experience, educating clients on digital and branch solutions, and identifying opportunities to deepen relationships.

The position requires strong communication and adherence to risk and policy standards. You will work at the 40th Street Branch in Philadelphia, interacting with customers, supporting sales through a defined

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