Client Experience Specialist - Banking & Loyalty

PNC Financial Services Group, Inc.; Florida; On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) with company match

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate to deliver a unique customer experience, educate customers on banking options, and identify opportunities to grow wallet share.

Based in Bonita Springs, FL, the role emphasizes in-person engagement across branches and proactive service through a structured sales process. The position involves educating customers on digital tools, processing various customer interactions, and maintaining efficient lobby operations to

Qualifications

• No degree required; related experience or product knowledge may be considered.
• Typically <1 year of related experience; military service may be counted as experience.
• Certifications/licensures: No required certification(s) for this role.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and loyalty.
• Educates customers on alternatives for their financial interactions and leverages technology to manage transactions.
• Identifies banking opportunities during customer interactions and refers as appropriate to branch staff.
• Supports proactive sales conversations through a defined sales process and lobby engagement to elevate client loyalty.

Skills

Customer Experience

Customer Service

Sales Skills

Banking Products

Digital Awareness

Attention to Detail

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate to deliver a unique customer experience, educate customers on banking options, and identify opportunities to grow wallet share.

Based in Bonita Springs, FL, the role emphasizes in-person engagement across branches and proactive service through a structured sales process. The position involves educating customers on digital tools, processing various customer interactions, and maintaining efficient lobby operations to