Client Experience Specialist - Banking & Loyalty

PNC; Severna Park (MD); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision options

Life insurance

401(k) with company match

Educational assistance

Paid holidays and time off

Job summary

PNC seeks a Client Experience Associate in Severna Park, MD to deliver a superior customer experience, educate on financial options, and identify opportunities to grow branch share of wallet. The role emphasizes engaging customers in the lobby, guiding them to appropriate products, and leveraging technology to enhance transactions.

Role supports a customer-first culture with in-office expectations and a compensation framework reflecting base salary with incentive potential; no visa sponsorship

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.
• Base salary information is provided under Pay Transparency.
• No higher education required for consideration.

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 Experience

Banking

Client Loyalty

Identifying Opportunities

Proactive Sales

Education

No Degree

Job description

PNC seeks a Client Experience Associate in Severna Park, MD to deliver a superior customer experience, educate on financial options, and identify opportunities to grow branch share of wallet. The role emphasizes engaging customers in the lobby, guiding them to appropriate products, and leveraging technology to enhance transactions.

Role supports a customer-first culture with in-office expectations and a compensation framework reflecting base salary with incentive potential; no visa sponsorship