Client Experience Specialist (Banking)

PNC; Clearwater (FL); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Spanish Speaking - Preferred

Medical and prescription coverage

401(k) with match

Pension and stock purchase plans

Job summary

PNC in Clearwater, FL is seeking a Client Experience Associate to deliver a differentiated customer experience at the Gulf To Bay Branch. This in-office role emphasizes financial wellbeing, loyalty, and opportunities to grow with the bank.

Based in a branch environment, the position requires strong customer service skills, bilingual Spanish preferred, and a commitment to helping customers manage their finances using digital tools and personal guidance.

Qualifications

• No degree required; related experience or product knowledge may be considered.
• Strong customer service and interpersonal skills.
• Ability to identify banking opportunities during customer interactions.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
• 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.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, ensuring teller and branch operations are efficient and accurate.
• Supports proactive sales conversations through a defined sales process and lobby engagement.
• Supports customer loyalty and helps grow customer share of wallet through differentiated service.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Clearwater, FL is seeking a Client Experience Associate to deliver a differentiated customer experience at the Gulf To Bay Branch. This in-office role emphasizes financial wellbeing, loyalty, and opportunities to grow with the bank.

Based in a branch environment, the position requires strong customer service skills, bilingual Spanish preferred, and a commitment to helping customers manage their finances using digital tools and personal guidance.