Client Experience Specialist - Banking & Loyalty

Fairygodboss

Fresno (CA)

On-site

USD 3,100 - 62,000

Full time

9 days ago

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Benefits offered by this job

Medical/dental/vision benefits

401(k) with company match

Paid time off

Job summary

PNC is seeking a Client Experience Associate in Fresno, CA to deliver exceptional customer experiences, educate customers on banking options, and identify opportunities to grow share of wallet within a regional branch network. This in-office role emphasizes service to sales, lobby engagement, and cross-selling while adhering to risk and policy standards.

The position emphasizes customer loyalty, daily branch operations, and collaboration with branch staff to meet client needs.

Qualifications

No university/college degree required for the role.
Flexibility in qualifications based on experience and certifications may be considered.

Responsibilities

Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
Performs lobby engagement activities to connect with customers and position PNC products to meet their needs.
Applies product and procedural knowledge to solve customer’s problems.
Adheres to all policies and procedures, ensuring efficient and accurate teller/branch operations.
Supports proactive sales conversations through a defined sales process to elevate client loyalty.