Client Experience Specialist - Banking

PNC Financial Services Group, Inc.; Columbus (OH); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Vacation and paid holidays

Education assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Columbus, OH to deliver exceptional customer experiences and improve financial wellbeing. You will engage customers in the lobby, educate them on banking options, and refer opportunities to branch staff to grow wallet share.

The role emphasizes proactive sales through a defined process, leveraging technology, and maintaining accurate branch operations. In-office with diverse benefits and a supportive culture.

Qualifications

• Role typically requires <1 year of related experience.
• No university degree required; related experience and product knowledge may be considered.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty while increasing share of wallet.
• Educates customers on alternatives and refers to branch staff as appropriate.
• Identifies opportunities through conversations and promotes PNC products; conducts lobby engagement.
• Supports proactive sales conversations through a defined process and helps grow customer share of wallet.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy and Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Columbus, OH to deliver exceptional customer experiences and improve financial wellbeing. You will engage customers in the lobby, educate them on banking options, and refer opportunities to branch staff to grow wallet share.

The role emphasizes proactive sales through a defined process, leveraging technology, and maintaining accurate branch operations. In-office with diverse benefits and a supportive culture.