Client Experience Specialist - Banking & Loyalty

PNC; Dayton (OH); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Pension and stock purchase plans

Paid holidays

Job summary

PNC in Dayton, OH is seeking a Client Experience Associate to deliver a differentiated customer experience that improves financial wellbeing and loyalty. You will engage customers, educate them on digital options, and support sales through a defined process.

The role emphasizes in-office collaboration, adherence to policies, and day-to-day branch operations, with opportunities to learn about banking products and contribute to regional coverage.

Qualifications

• Role may not require a degree; related experience may suffice.
• Candidates should demonstrate customer service and banking knowledge.
• Awareness of branch operations and financial products is useful.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Educates customers on alternatives available for their financial interactions and refers opportunities.
• Identifies opportunities through meaningful conversations with customers and makes referrals to branch staff.
• Performs lobby engagement to connect with customers and position PNC products to meet their needs.
• Applies product and procedural knowledge to solve customer's problems.
• Supports proactive sales conversations through a defined sales process and service-to-sales activities.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Dayton, OH is seeking a Client Experience Associate to deliver a differentiated customer experience that improves financial wellbeing and loyalty. You will engage customers, educate them on digital options, and support sales through a defined process.

The role emphasizes in-office collaboration, adherence to policies, and day-to-day branch operations, with opportunities to learn about banking products and contribute to regional coverage.