Client Experience Specialist: Banking & Loyalty

Fairygodboss

Trenton (NJ)

On-site

USD 37,000 - 62,000

Full time

9 days ago
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Benefits offered by this job

Medical coverage
401(k) with company match
Paid holidays

Job summary

PNC is seeking an in-office team member in New Jersey to enhance customer financial wellbeing through tailored interactions. You will educate customers on banking options, refer opportunities to staff, and engage in lobby activities to promote PNC products and digital tools.

Role emphasizes accuracy, adherence to policies, and the ability to drive loyalty through proactive service and product knowledge. Salary is commensurate with experience and location.

Qualifications

  • Experience in customer-facing roles with a focus on financial services.
  • Ability to educate customers on banking options and products.
  • Comfort with navigating policies and procedures and maintaining accuracy.

Responsibilities

  • Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
  • Identifies opportunities through conversations and makes referrals to branch staff.
  • Performs lobby engagement activities and educates customers on using technology.
  • Applies product and procedural knowledge to resolve customer problems.
  • Ensures branch operations are efficient and compliant with policies.

Skills

Customer service
Banking knowledge
Sales oriented
Problem solving
Communication
Relationship building
Listening skills

Education

No Degree

Job description

PNC is seeking an in-office team member in New Jersey to enhance customer financial wellbeing through tailored interactions. You will educate customers on banking options, refer opportunities to staff, and engage in lobby activities to promote PNC products and digital tools.

Role emphasizes accuracy, adherence to policies, and the ability to drive loyalty through proactive service and product knowledge. Salary is commensurate with experience and location.

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