Client Experience Specialist - Banking & Financial Wellness

PNC Financial Services Group, Inc.; Muskegon (MI); On-site; USD 23,000 - 30,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

Life insurance for employee and depend

Disability protection

401(k) with company match

Educational assistance

Paid time off and holidays

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Muskegon, MI to support multiple branches in the region. This in-office role emphasizes delivering a superior customer experience and driving financial wellbeing.

You will handle a range of customer interactions, educate clients on banking options, and refer opportunities to branch staff. The position requires a proactive, customer-focused mindset and comfort with leveraging technology to facilitate transactions.

Qualifications

• No degree required; related experience may be considered.
• Typically <1 year of related experience.
• Experience with banking products and customer service is a plus.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
• Processes a variety of customer interactions and educates customers on alternatives.
• Identifies banking opportunities during interactions and refers to branch staff as appropriate.
• Engages customers through lobby activities and uses technology to assist transactions.
• Supports sales conversations and strives to increase client share of wallet.

Skills

Banking

Customer Service

Attention to Detail

Problem Solving

Communication

Sales

Identifying Opportunities

Digital Awareness

Managing Priorities

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Muskegon, MI to support multiple branches in the region. This in-office role emphasizes delivering a superior customer experience and driving financial wellbeing.

You will handle a range of customer interactions, educate clients on banking options, and refer opportunities to branch staff. The position requires a proactive, customer-focused mindset and comfort with leveraging technology to facilitate transactions.