Client Experience Specialist: Banking & Loyalty

Fairygodboss

New Albany (IN)

On-site

USD 32,000 - 52,000

Full time

10 days ago
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Benefits offered by this job

Medical/Dental/Vision
401(k) match
Paid time off

Job summary

PNC is seeking a Client Experience Associate in New Albany, IN to provide an exceptional customer experience and to educate customers on available financial options. You will engage with customers in branches, identify opportunities, and guide them to appropriate services while supporting day-to-day branch operations.

The role emphasizes delivering a differentiated customer experience, leveraging technology, and collaborating with branch teams to grow customer loyalty and share of wallet.

Qualifications

  • Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties.
  • No specific certification required for this level.
  • Relevant on‑the‑job training and customer service experience are acceptable alternatives.

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 efficient and accurate teller and branch operations.
  • Supports proactive sales conversations through a defined process including service to sales and teller interactions.

Skills

Customer Service
Banking Knowledge
Sales Skills
Digital Literacy
Interpersonal Skills
Communication

Education

No Degree

Job description

PNC is seeking a Client Experience Associate in New Albany, IN to provide an exceptional customer experience and to educate customers on available financial options. You will engage with customers in branches, identify opportunities, and guide them to appropriate services while supporting day-to-day branch operations.

The role emphasizes delivering a differentiated customer experience, leveraging technology, and collaborating with branch teams to grow customer loyalty and share of wallet.

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