Client Experience Specialist – Banking CX

PNC; Hillsborough (CA); On-site; USD 41,000 - 68,000; Full time

Job summary

PNC is seeking a retail banking professional to deliver exceptional customer experiences in an in-office setting. You will educate customers on banking options, identify opportunities, and make referrals to branch staff to deepen relationships with clients.

The role emphasizes lobby engagement, accurate operations, and a proactive approach to service-to-sales processes, helping to grow wallet share and strengthen customer loyalty.

Qualifications

• Experience in delivering customer experiences that build loyalty and trust.
• Ability to recognize banking opportunities during customer interactions.
• Comfort with using technology to educate and assist customers.

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 makes referrals.
• Performs lobby engagement activities to connect with customers and position PNC products.
• Applies product and procedural knowledge to solve customer problems.
• Ensures branch operations are efficient and accurate.
• Supports proactive sales conversations through defined processes and lobby engagement.
• Contributes to customer loyalty and growth of wallet share.

Skills

Accountability

Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC is seeking a retail banking professional to deliver exceptional customer experiences in an in-office setting. You will educate customers on banking options, identify opportunities, and make referrals to branch staff to deepen relationships with clients.

The role emphasizes lobby engagement, accurate operations, and a proactive approach to service-to-sales processes, helping to grow wallet share and strengthen customer loyalty.