Client Experience Specialist – Banking & Referrals

PNC

Manassas (VA)

On-site

USD 41,000 - 68,000

Full time

8 days ago
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Benefits offered by this job

Medical coverage
Dental & Vision
401(k) with match
Life insurance
Disability insurance

Job summary

PNC is seeking a Client Experience Associate in Manassas, VA to deliver an exceptional customer experience across multiple branches. You will educate customers, identify opportunities, and support lobby engagement to promote PNC products and services.

This in-office role emphasizes customer loyalty and financial wellbeing. Responsibilities include handling diverse customer interactions, leveraging technology to assist transactions, and working within a defined sales process to drive referrals

Qualifications

  • No university degree required; related experience may be considered.
  • Strong customer service and communication skills are essential.
  • In-office role based in Manassas, VA, supporting multiple branches.

Responsibilities

  • Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
  • Processes a variety of customer interactions.
  • Educates customers on alternatives for their financial interactions.
  • Identifies banking opportunities during customer interactions and refers as appropriate.
  • Performs lobby engagement activities to connect with customers and position PNC products.
  • Educates customers on options for managing financial transactions using technology and resources.
  • Supports proactive sales conversations through a defined sales process.

Skills

Customer Service
Banking
Branch Banking
Client Loyalty
Customer Experience (CX)
Identifying Opportunities
Leveraging Technology
Proactive Sales
Effective Communications

Job description

PNC is seeking a Client Experience Associate in Manassas, VA to deliver an exceptional customer experience across multiple branches. You will educate customers, identify opportunities, and support lobby engagement to promote PNC products and services.

This in-office role emphasizes customer loyalty and financial wellbeing. Responsibilities include handling diverse customer interactions, leveraging technology to assist transactions, and working within a defined sales process to drive referrals

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