Client Experience Specialist: Banking & Loyalty

Fairygodboss; Bethesda (MD); On-site; USD 41,000 - 68,000; Full time

Job summary

PNC in Bethesda, MD is seeking a Client Experience Associate within our Retail Banking team. The role focuses on delivering an exceptional customer experience, educating customers on digital tools, and identifying banking opportunities during everyday interactions.

You will participate in lobby engagements, support sales through referrals, and help maintain efficient branch operations while upholding all policies and delivering loyal, personalized service.

Qualifications

• Knowledge, skills and abilities required for the role are listed in the job description.
• Experience in customer-facing banking or retail environments is beneficial.
• Familiarity with branch operations and policies.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.
• Identifies opportunities through conversations with customers and makes referrals to branch staff.
• Performs lobby engagement to connect with customers and promote PNC products.
• Applies product and procedural knowledge to solve customer problems.
• Adheres to policies and maintains efficient branch operations.
• Supports proactive sales conversations through a defined sales process and customer engagement.

Skills

Customer Experience

Customer Service

Identifying Opportunities

Proactive Sales

Leveraging Technology

Accountability

Education

No Degree

Job description

PNC in Bethesda, MD is seeking a Client Experience Associate within our Retail Banking team. The role focuses on delivering an exceptional customer experience, educating customers on digital tools, and identifying banking opportunities during everyday interactions.

You will participate in lobby engagements, support sales through referrals, and help maintain efficient branch operations while upholding all policies and delivering loyal, personalized service.