Client Experience Specialist – Banking & Loyalty

Fairygodboss; Niles (OH); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with Match

Pension Plan

Stock Purchase Plan

Job summary

PNC's Retail Banking team in the U.S. is seeking a Client Experience Associate based in Niles, OH to support multiple branches. The role focuses on delivering an exceptional customer experience, educating clients on alternatives, and identifying opportunities to grow share of wallet.

The role emphasizes lobby engagement, referral to branch staff, and adherence to policies while leveraging technology to improve financial wellbeing. In-office environment with comprehensive benefits.

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.
• Typically < 1 year of related experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.

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. 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.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

Skills

Customer Focused

Managing Risk

Accountability

Banking

Branch 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's Retail Banking team in the U.S. is seeking a Client Experience Associate based in Niles, OH to support multiple branches. The role focuses on delivering an exceptional customer experience, educating clients on alternatives, and identifying opportunities to grow share of wallet.

The role emphasizes lobby engagement, referral to branch staff, and adherence to policies while leveraging technology to improve financial wellbeing. In-office environment with comprehensive benefits.