Client Experience Specialist - Banking & Loyalty

PNC Financial Services Group, Inc.; Los Angeles (CA); Sur place; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with company match

Pension and stock purchase plans

Paid time off

Résumé du poste

PNC Financial Services Group, Inc. seeks a Client Experience Associate within its Retail Banking organization, based in Monroeville, PA, supporting multiple branches in the region.

The role focuses on delivering a tailored customer experience, driving financial wellbeing and fostering loyalty. The successful candidate will handle diverse customer interactions, educate clients on options, identify banking opportunities and refer to branch staff, while adhering to policies and maintaining daily

Qualifications

• High school diploma or GED required; related experience can substitute.
• University degree not required for this role.

Responsabilités

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Processes a variety of customer interactions.
• Educates customers on alternatives available for their financial interactions.
• Identifies banking opportunities during the customer interaction and refers as appropriate.
• 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.
• Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Applies product and procedural knowledge to solve customer's problems.

Connaissances

Customer Service

Banking

Branch Banking

Customer Experience (CX)

Digital Awareness

Effective Communications

Proactive Sales

Fraud Detection

Problem Solving

Understanding Customer Needs

Formation

No Degree

Description du poste

PNC Financial Services Group, Inc. seeks a Client Experience Associate within its Retail Banking organization, based in Monroeville, PA, supporting multiple branches in the region.

The role focuses on delivering a tailored customer experience, driving financial wellbeing and fostering loyalty. The successful candidate will handle diverse customer interactions, educate clients on options, identify banking opportunities and refer to branch staff, while adhering to policies and maintaining daily