Client Experience Specialist - Banking & Loyalty Advocate

PNC Financial Services Group; Saint Petersburg (FL); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid time off and holidays

Job summary

PNC Financial Services Group in Saint Petersburg, FL is hiring a Client Experience Associate for our Retail Branch. This in-office role emphasizes delivering a personalized customer experience, educating customers on financial products, and identifying opportunities to refer clients for suitable services.

Bilingual Spanish preferred and no degree required, with a strong emphasis on community and service. The position supports lobby engagement, proactive sales, and adherence to branch operations,

Qualifications

• No degree required; related experience may be considered.
• No specific certifications/licensures required.
• Spanish language ability preferred for assessment and service interactions.

Responsibilities

• Delivers customer experience to improve financial wellbeing and loyalty; educates customers on options and referrals.
• Identifies opportunities through conversations and makes referrals to branch staff.
• Performs lobby engagement to position PNC products and educate customers on using technology.
• Applies product knowledge to solve customer problems and supports branch operations efficiently.
• Assists with sales through a structured process, enhancing customer loyalty.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy and Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group in Saint Petersburg, FL is hiring a Client Experience Associate for our Retail Branch. This in-office role emphasizes delivering a personalized customer experience, educating customers on financial products, and identifying opportunities to refer clients for suitable services.

Bilingual Spanish preferred and no degree required, with a strong emphasis on community and service. The position supports lobby engagement, proactive sales, and adherence to branch operations,