Client Experience Specialist (Banking)

PNC

Radnor (Delaware County)

On-site

USD 36,000 - 48,000

Full time

3 days ago
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Benefits offered by this job

Medical/Dental/Vision
401(k) with match
Paid time off

Job summary

PNC is seeking a Client Experience Associate for the Radnor, PA, in-office branch to deliver a personalized customer experience and educate clients on digital tools. You will identify opportunities during customer interactions and refer to branch staff to meet banking needs.

In this role, you will support loyalty and wallet share growth while adhering to bank policies, working in a collaborative retail environment at the Radnor branch.

Qualifications

  • Experience in retail banking and customer service.
  • Ability to identify opportunities and refer to branch staff.
  • Comfort educating customers on using digital tools and self-service options.

Responsibilities

  • Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.
  • Identifies opportunities through meaningful conversations with customers and referrals to branch staff.
  • Performs lobby engagement activities to connect with customers and position PNC products.
  • Applies product and procedural knowledge to solve customer problems.
  • Adheres to policies and ensures daily operations are completed efficiently and accurately.
  • Supports proactive sales conversations through a defined sales process and service-to-sales activities.

Skills

Customer Service
Banking
Sales
Proactive Sales
Communication
Relationship Building

Education

No Degree

Job description

PNC is seeking a Client Experience Associate for the Radnor, PA, in-office branch to deliver a personalized customer experience and educate clients on digital tools. You will identify opportunities during customer interactions and refer to branch staff to meet banking needs.

In this role, you will support loyalty and wallet share growth while adhering to bank policies, working in a collaborative retail environment at the Radnor branch.

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