Client Experience Specialist - Banking

PNC; Katy (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

PNC's Katy, TX location seeks a Client Experience Associate to deliver exceptional customer service and drive banking solutions. The role emphasizes in-branch engagement, educating customers on digital tools, and identifying opportunities to deepen wallets through consultative conversations.

In-office position with a strong emphasis on compliance, accuracy, and customer loyalty. Bilingual Spanish preferred and prior banking or retail sales experience is beneficial.

Qualifications

• No university degree required; related experience or product knowledge may be considered.
• Experience in banking or customer service preferred.
• Spanish language ability preferred.

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 and refers to branch staff as appropriate.
• Performs lobby engagement activities to connect with customers and present PNC products.
• Uses product and procedural knowledge to solve customer problems and comply with policies.
• Supports proactive sales conversations through defined processes and teller interactions.
• Maintains efficient, accurate branch operations and everyday transactions.

Skills

Banking

Customer Service

Client Loyalty

Customer Experience

Proactive Sales

Identifying Opportunities

Leveraging Technology

Accountability

Branch Banking

Education

No Degree

Job description

PNC's Katy, TX location seeks a Client Experience Associate to deliver exceptional customer service and drive banking solutions. The role emphasizes in-branch engagement, educating customers on digital tools, and identifying opportunities to deepen wallets through consultative conversations.

In-office position with a strong emphasis on compliance, accuracy, and customer loyalty. Bilingual Spanish preferred and prior banking or retail sales experience is beneficial.