Client Experience Specialist – Banking & Loyalty

PNC Financial Services Group, Inc.

Beech Grove (IN)

On-site

USD 36,000 - 48,000

Full time

2 days ago
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Job summary

PNC Financial Services Group, Inc. seeks a Client Experience Associate to deliver a differentiated customer experience in the Indianapolis South region.

Based in Indianapolis, IN, you will engage customers, educate them on options, and refer opportunities to branch staff to grow share of wallet. The role emphasizes in-office collaboration, adherence to policies, and the ability to balance service with proactive sales through meaningful conversations and lobby engagement.

Qualifications

  • No degree required; related experience may be considered.
  • Ability to engage customers and educate on options.
  • Strong compliance awareness and policy adherence.

Responsibilities

  • Delivers a unique customer experience and educates customers on alternatives.
  • Identifies banking opportunities during interactions and refers to branch staff as appropriate.
  • Supports proactive sales conversations through a defined process to elevate client loyalty.

Skills

Accountability
Banking
Branch Banking
Client Loyalty
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales

Job description

PNC Financial Services Group, Inc. seeks a Client Experience Associate to deliver a differentiated customer experience in the Indianapolis South region.

Based in Indianapolis, IN, you will engage customers, educate them on options, and refer opportunities to branch staff to grow share of wallet. The role emphasizes in-office collaboration, adherence to policies, and the ability to balance service with proactive sales through meaningful conversations and lobby engagement.

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