Client Experience Specialist — In-Branch Banking & Loyalty

Talentify; Opelika (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

PNC in Opelika, Alabama seeks a Client Experience Associate to deliver a unique customer experience, educate customers on banking options, and identify opportunities for branch referrals. The role emphasizes proactive sales, lobby engagement, and maintaining accurate teller/branch operations.

The position supports building customer loyalty and expanding wallet share through knowledgeable service and effective use of technology and resources.

Qualifications

• Knowledge, skills, and abilities required for success in the role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
• Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Opelika, Alabama seeks a Client Experience Associate to deliver a unique customer experience, educate customers on banking options, and identify opportunities for branch referrals. The role emphasizes proactive sales, lobby engagement, and maintaining accurate teller/branch operations.

The position supports building customer loyalty and expanding wallet share through knowledgeable service and effective use of technology and resources.