Client Experience Specialist

PNC; Frisco (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

PNC in Frisco, TX is seeking a Client Experience Associate to deliver a unique customer experience, educate customers on financial options, and identify banking opportunities during interactions. Based in the Frisco North Branch, you will support lobby engagement, referrals to branch staff, and help grow customer loyalty through proactive service and technology-driven solutions.

Successful candidates typically have less than one year of related experience and no degree is required; this is an

Qualifications

• Roles at this level typically do not require a university / college degree.
• Typically <1 year of related experience.
• No degree required.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• 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.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Frisco, TX is seeking a Client Experience Associate to deliver a unique customer experience, educate customers on financial options, and identify banking opportunities during interactions. Based in the Frisco North Branch, you will support lobby engagement, referrals to branch staff, and help grow customer loyalty through proactive service and technology-driven solutions.

Successful candidates typically have less than one year of related experience and no degree is required; this is an