Client Experience Specialist — Grow Loyalty & Financial Wellness

PNC Financial Services Group, Inc.; Gilbert (AZ); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision Coverage

401(k) with company match

Paid Holidays and Vacation

Job summary

PNC Financial Services Group, Inc. seeks a Client Experience Associate in Gilbert, AZ to deliver a compelling in-branch customer experience and deepen relationships with personal and business customers.

You will educate customers on digital banking, process transactions accurately, and identify opportunities to refer customers to appropriate branch staff. The role emphasizes adherence to policies, risk management, and proactive engagement in a fast-paced retail banking environment, with a focus

Qualifications

• No university degree required; related experience acceptable.
• Spanish speaking - preferred.
• Familiarity with banking products and customer service standards.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Identifies banking opportunities during customer interactions and refers as appropriate.
• Educates customers on digital tools and options for managing financial transactions.
• Supports lobby engagement and sales conversations through a defined process.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC Financial Services Group, Inc. seeks a Client Experience Associate in Gilbert, AZ to deliver a compelling in-branch customer experience and deepen relationships with personal and business customers.

You will educate customers on digital banking, process transactions accurately, and identify opportunities to refer customers to appropriate branch staff. The role emphasizes adherence to policies, risk management, and proactive engagement in a fast-paced retail banking environment, with a focus