Client Experience Specialist - Banking

PNC Financial Services Group, Inc.; Wesley Chapel (FL); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Health insurance

PNC 401(k) match

Job summary

PNC Financial Services Group, Inc. in Wesley Chapel, FL is seeking a Client Experience Associate to deliver an exceptional customer experience and support financial wellbeing.

You will engage customers in-branch, educate on digital tools and options, and identify opportunities to meet banking needs. This in-office role emphasizes relationship-building, referrals to branch staff, and proactive service through a defined sales process to grow loyalty and share of wallet.

Qualifications

• No degree required; related experience or certifications may be considered.
• Typically less than 1 year of related experience.
• Spanish speaking is preferred.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Identifies banking opportunities and refers to branch staff.
• Educates customers on using technology and available options.
• Supports proactive sales and lobby engagement to elevate client loyalty.

Skills

Customer Service

Sales

Communication

Banking Knowledge

Digital Tools

Job description

PNC Financial Services Group, Inc. in Wesley Chapel, FL is seeking a Client Experience Associate to deliver an exceptional customer experience and support financial wellbeing.

You will engage customers in-branch, educate on digital tools and options, and identify opportunities to meet banking needs. This in-office role emphasizes relationship-building, referrals to branch staff, and proactive service through a defined sales process to grow loyalty and share of wallet.