Client Experience Specialist - Banking & Loyalty

PNC Financial Services Group, Inc.; Mobile (AL); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision

Job summary

PNC’s Mobile, AL-based Client Experience Associate role focuses on delivering a personalized customer experience to improve financial wellbeing and loyalty. You will engage customers in the lobby, educate on digital options, and identify banking opportunities to refer to branch staff.

The role emphasizes proactive sales through a defined process, strong product knowledge, and adherence to policies while supporting efficient branch operations and customer loyalty initiatives.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• 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 and 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 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.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits and ensures teller and branch daily operations and maintenance transactions are completed efficiently.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, elevating client loyalty.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC’s Mobile, AL-based Client Experience Associate role focuses on delivering a personalized customer experience to improve financial wellbeing and loyalty. You will engage customers in the lobby, educate on digital options, and identify banking opportunities to refer to branch staff.

The role emphasizes proactive sales through a defined process, strong product knowledge, and adherence to policies while supporting efficient branch operations and customer loyalty initiatives.