Client Experience Specialist — Banking & Loyalty

Fairygodboss; Garrettford (PA); On-site; USD 36,000 - 48,000; Full time

Job summary

PNC in Drexel Hill, PA is seeking a Client Experience Associate to deliver a unique customer experience, help customers achieve financial wellbeing, and refer opportunities to branch staff. This in-office role supports multiple branches, emphasizing proactive engagement and adherence to policies to maintain efficient operations.

The position focuses on using product knowledge to solve customer issues, educate customers on banking options, and strengthen loyalty across Retail Banking teams.

Qualifications

• No degree required; related experience may be considered.
• Experience in banking or customer service preferred.
• Strong communication and problem-solving skills.

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 branch operations and maintenance transactions are efficient and accurate.
• Supports proactive sales conversations through a defined sales process including service to sales, teller interactions, and lobby engagement to elevate client loyalty.
• Supports customer loyalty and helps to grow wallet share through a differentiated customer experience.

Skills

Customer Focused

Managing Risk

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Drexel Hill, PA is seeking a Client Experience Associate to deliver a unique customer experience, help customers achieve financial wellbeing, and refer opportunities to branch staff. This in-office role supports multiple branches, emphasizing proactive engagement and adherence to policies to maintain efficient operations.

The position focuses on using product knowledge to solve customer issues, educate customers on banking options, and strengthen loyalty across Retail Banking teams.