Client Experience Specialist - Banking & Loyalty

PNC Financial Services Group, Inc.; Burtonsville (MD); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision coverage

401(k) with company match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. in Burtonsville, MD is seeking a Client Experience Associate to deliver a differentiated customer experience in an in-office role. You will educate customers, identify banking opportunities, and refer to branch staff to grow loyalty and share of wallet.

The role focuses on utilizing technology and a customer-first approach, with a defined sales process and opportunities for incentive-based pay. No degree is required and benefits are extensive.

Qualifications

• No university degree required; related experience or product knowledge may be considered.
• Typically <1 year of related experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty while increasing share of wallet.
• Educates customers on alternatives available for their financial interactions and refers as appropriate.
• Supports proactive sales conversations through a defined sales process including service to sales and effective lobby engagement.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection

Managing Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Education

No Degree

Tools

No Tools Mentioned

Job description

PNC Financial Services Group, Inc. in Burtonsville, MD is seeking a Client Experience Associate to deliver a differentiated customer experience in an in-office role. You will educate customers, identify banking opportunities, and refer to branch staff to grow loyalty and share of wallet.

The role focuses on utilizing technology and a customer-first approach, with a defined sales process and opportunities for incentive-based pay. No degree is required and benefits are extensive.