Client Experience Specialist — Banking & Customer Loyalty

PNC; Baltimore (MD); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Stock purchase plan

Paid holidays

Job summary

PNC in Baltimore, MD is seeking a Client Experience Associate to deliver a tailored customer experience and educate customers on banking options while identifying opportunities during interactions. This in-office role emphasizes loyalty and effective referrals to branch staff.

The position requires strong customer service, product knowledge, and the ability to navigate banking technologies. Salary is posted with a defined window, and visa sponsorship is not provided.

Qualifications

• Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties.
• No Degree is acceptable per the job description.

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, making appropriate referrals to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products to meet their needs.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy and Detail

Digital Awareness

Effective Communications

Fraud Detection

Managing Priorities

Understanding Customer Needs

Education

No Degree

Job description

PNC in Baltimore, MD is seeking a Client Experience Associate to deliver a tailored customer experience and educate customers on banking options while identifying opportunities during interactions. This in-office role emphasizes loyalty and effective referrals to branch staff.

The position requires strong customer service, product knowledge, and the ability to navigate banking technologies. Salary is posted with a defined window, and visa sponsorship is not provided.