Client Experience Specialist – Banking & Loyalty

PNC Financial Services Group, Inc.; Hillsborough Township (NJ); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Medical coverage with HSA feature

Dental and vision options

Life insurance

Disability protection

401(k) with match

Dependent care reimbursement

Back-up child/elder care

Education assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking a customer-focused professional to deliver a high-quality experience in an in-office setting in New Jersey.

You will engage customers, educate on banking options, and identify opportunities to grow loyalty while maintaining branch operations with accuracy. The role emphasizes proactive sales, product knowledge, and seamless customer service within a collaborative team.

Qualifications

• Customer Focused - Knowledgeable of values and practices that align customer needs with satisfaction in all business decisions.
• Managing Risk - Assessing and effectively managing risks to support Enterprise Risk Management.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
• Processes a variety of customer interactions.
• Educates customers on alternatives for their financial interactions.
• Identifies banking opportunities during customer interactions and referrals as appropriate.
• Performs lobby engagement activities to connect with customers and position PNC products.
• Educates customers on options for managing financial transactions leveraging technology and resources.
• Applies product and procedural knowledge to solve customer problems.
• Ensures teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.

Skills

Accountability

Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy and Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking a customer-focused professional to deliver a high-quality experience in an in-office setting in New Jersey.

You will engage customers, educate on banking options, and identify opportunities to grow loyalty while maintaining branch operations with accuracy. The role emphasizes proactive sales, product knowledge, and seamless customer service within a collaborative team.