Client Experience Specialist - Banking & Loyalty Growth

Talentify; Crestview (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

PNC is seeking a Client Experience Associate based in Crestview, FL to deliver an exceptional customer experience and grow customer relationships within our Retail Banking team.

You will engage customers in the lobby, educate them on options and technology, and refer opportunities to branch staff. The role emphasizes service quality, risk awareness, and accurate daily operations as part of a collaborative team.

Qualifications

• No university degree required or expected for this level.
• Strong communication and problem-solving skills.
• Ability to educate customers and refer opportunities using a defined process.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
• Identifies opportunities through conversations and referrals to branch staff.
• Engages customers in the lobby and educates on using technology and self-service options.
• Applies product knowledge to resolve customer issues and manage transactions efficiently.
• Supports proactive sales conversations through a defined process to grow loyalty and wallet share.
• Maintains adherence to policies and ensures accurate branch operations.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC is seeking a Client Experience Associate based in Crestview, FL to deliver an exceptional customer experience and grow customer relationships within our Retail Banking team.

You will engage customers in the lobby, educate them on options and technology, and refer opportunities to branch staff. The role emphasizes service quality, risk awareness, and accurate daily operations as part of a collaborative team.