Client Experience Specialist — Banking

Fairygodboss; Shelby (NC); On-site; USD 38,000 - 48,000; Full time

Job summary

PNC in Shelby, North Carolina is seeking a Client Experience Associate to deliver a tailored customer experience, educate clients on financial options, and drive loyalty across branches. You will identify opportunities, refer to staff, and engage customers in lobby activities while promoting digital tools.

The role emphasizes service excellence, risk-aware operations, and a collaborative, in-office culture. Salary ranges and visa sponsorship details are context-specific.

Qualifications

• No degree required; related experience may be considered.
• Experience in customer-facing roles and banking products is beneficial.
• Ability to learn policies and use digital tools to assist customers.

Responsibilities

• Delivers customer experience aimed at financial wellbeing and loyalty; educates customers on options.
• Identifies opportunities and makes referrals to branch staff.
• Engages customers in lobby to promote PNC products and digital options.
• Applies product and procedural knowledge to solve customer problems and ensure efficient operations.
• Supports proactive sales through a defined service-to-sales process.

Skills

Customer Focused

Managing Risk

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Shelby, North Carolina is seeking a Client Experience Associate to deliver a tailored customer experience, educate clients on financial options, and drive loyalty across branches. You will identify opportunities, refer to staff, and engage customers in lobby activities while promoting digital tools.

The role emphasizes service excellence, risk-aware operations, and a collaborative, in-office culture. Salary ranges and visa sponsorship details are context-specific.