Client Experience Specialist – Banking & Loyalty

PNC Financial Services Group, Inc.; Oklahoma City (OK); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Disability protection

Education assistance

Job summary

PNC Financial Services Group, Inc. is seeking an customer-focused colleague to deliver a superior financial experience and loyalty. You will handle a range of customer interactions, educate options, and identify opportunities to deepen relationships with clients through a structured sales process.

You will engage customers in the lobby, leverage technology, and collaborate with branch staff to ensure accurate, efficient operations while upholding PNC's risk and service standards.

Qualifications

• Roles at this level typically do not require a university / college degree, high school diploma or GED.
• In lieu of a degree, a comparable combination of education, job specific certification(s) and experience may be considered.
• No Degree is required for this customer-facing role at PNC.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and creating loyalty.
• Processes a variety of customer interactions and educates customers on options for transactions.
• Identifies banking opportunities and refers as appropriate to branch staff.
• Supports proactive sales conversations through a defined sales process and lobby engagement.
• Ensures branch operations are completed efficiently and accurately while solving customer problems.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking an customer-focused colleague to deliver a superior financial experience and loyalty. You will handle a range of customer interactions, educate options, and identify opportunities to deepen relationships with clients through a structured sales process.

You will engage customers in the lobby, leverage technology, and collaborate with branch staff to ensure accurate, efficient operations while upholding PNC's risk and service standards.