Client Experience Specialist – Banking & Loyalty

Talentify; Rockwall (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health coverage

Dental & vision

401(k) with match

Paid holidays

Job summary

PNC is seeking a Client Experience Associate in Rockwall, TX to deliver a differentiated customer experience across multiple branches. The role focuses on financial wellbeing, loyalty, and increasing share of wallet within the Retail Banking organization.

Ideal candidates will educate customers on banking options, proactively identify opportunities, and support branch operations with a customer-centric approach. In-office role with comprehensive benefits and growth potential.

Qualifications

• Focus on delivering an exceptional customer experience and promoting banking solutions.
• Ability to identify opportunities through customer conversations and referrals.
• Demonstrates knowledge of banking products, processes, and digital tools.

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 branch operations are efficient and accurate.
• Supports proactive sales conversations through a defined sales process to elevate client loyalty.

Skills

Customer Experience

Banking Knowledge

Customer Service

Proactive Sales

Digital Awareness

Education

No Degree

Job description

PNC is seeking a Client Experience Associate in Rockwall, TX to deliver a differentiated customer experience across multiple branches. The role focuses on financial wellbeing, loyalty, and increasing share of wallet within the Retail Banking organization.

Ideal candidates will educate customers on banking options, proactively identify opportunities, and support branch operations with a customer-centric approach. In-office role with comprehensive benefits and growth potential.