Client Experience Specialist: Banking & Loyalty

PNC Financial Services Group, Inc.

Stockton (CA)

On-site

USD 31,000 - 62,000

Full time

11 days ago
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Benefits offered by this job

Medical coverage
Dental and vision options
401(k) with match
Education assistance
Paid time off

Job summary

PNC Financial Services Group, Inc. is recruiting for a Client Experience Associate in Stockton, CA. The role emphasizes delivering a differentiated customer experience, educating customers on banking options, and driving loyalty through thoughtful interactions within PNC's Retail organization.

Ideal candidates typically have less than one year of related experience; no degree is required. The position supports in-branch engagement, uses digital tools, and aligns with PNC's customer-focused

Qualifications

  • No university/college degree required; typically <1 year of related experience.
  • Strong customer service and communication skills are essential.
  • Ability to identify opportunities and refer to branch staff during customer interactions.

Responsibilities

  • Deliver a unique customer experience to improve financial wellbeing and loyalty.
  • Process a variety of customer interactions and educate customers on options.
  • Identify opportunities and refer to branch staff; engage customers through lobby activities.
  • Educate customers on using technology and resources to manage transactions.
  • Support sales through a defined service-to-sales process and proactive engagement.

Skills

Accountability
Banking
Branch Banking
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales
Accuracy
Digital Awareness
Effective Communications
Fraud Detection
Managing Multiple Priorities
Problem Solving
Understanding Customer Needs

Job description

PNC Financial Services Group, Inc. is recruiting for a Client Experience Associate in Stockton, CA. The role emphasizes delivering a differentiated customer experience, educating customers on banking options, and driving loyalty through thoughtful interactions within PNC's Retail organization.

Ideal candidates typically have less than one year of related experience; no degree is required. The position supports in-branch engagement, uses digital tools, and aligns with PNC's customer-focused

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