Client Experience Specialist — Banking & Loyalty

PNC Financial Services Group, Inc.; Mount Airy (MD); On-site; USD 37,000 - 62,000; Full time

Job summary

PNC Financial Services Group, Inc. in Mount Airy, MD, is seeking a Client Experience Associate to deliver a superior customer experience and enhance financial wellbeing across multiple branches.

You will educate customers, identify opportunities, and refer to branch staff while supporting a structured sales process. This in-office role emphasizes customer loyalty, knowledge of banking products, and effective use of technology to resolve issues and drive shared success.

Qualifications

• No university degree typically required; related experience may be considered.
• Typically <1 year of related experience.
• Education: No Degree.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
• Educates customers on alternatives for their financial interactions.
• Identifies banking opportunities and refers to branch staff.
• Supports proactive sales conversations through a defined process.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Competencies Accuracy

Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Job description

PNC Financial Services Group, Inc. in Mount Airy, MD, is seeking a Client Experience Associate to deliver a superior customer experience and enhance financial wellbeing across multiple branches.

You will educate customers, identify opportunities, and refer to branch staff while supporting a structured sales process. This in-office role emphasizes customer loyalty, knowledge of banking products, and effective use of technology to resolve issues and drive shared success.