Client Experience Specialist - Banking

PNC; Indianapolis (IN); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision options

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. in Indianapolis is seeking a Client Experience Associate to deliver exceptional customer service and educate customers on banking solutions. You will engage customers in the lobby, identify opportunities, and refer to branch staff to drive loyalty and wallet share.

Based in the Indianapolis East region, this in-office role emphasizes accurate operations, adherence to policies, and a customer-focused approach to financial wellbeing.

Qualifications

• No degree required.
• Typically <1 year of related experience.
• No required certifications/licensures.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.
• Processes a variety of customer interactions and educates customers on alternatives.
• Identifies banking opportunities during customer interactions and makes referrals as appropriate.
• Performs lobby engagement to connect with customers and position PNC products.
• Educates customers on managing financial transactions using technology and resources.
• Applies product and procedural knowledge to solve customer problems and adhere to policies.
• Supports teller and branch daily operations and maintenance transactions.
• Engages in proactive sales conversations to grow client loyalty and wallet share.

Skills

Customer Service

Sales

Digital Tools

Customer Loyalty

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Indianapolis is seeking a Client Experience Associate to deliver exceptional customer service and educate customers on banking solutions. You will engage customers in the lobby, identify opportunities, and refer to branch staff to drive loyalty and wallet share.

Based in the Indianapolis East region, this in-office role emphasizes accurate operations, adherence to policies, and a customer-focused approach to financial wellbeing.