Client Experience Specialist – In-Office Banking

PNC; Kinnelon (NJ); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Life insurance

Disability protection

Paid holidays

Vacation days

Wellness program

Job summary

PNC is seeking a FT Client Experience Associate in the Northwest Region, based in Kinnelon, NJ. The role centers on delivering a superior customer experience, educating clients on financial options, and identifying opportunities to strengthen customer loyalty within our in-office branch network.

Responsibilities include handling a variety of customer interactions, guiding customers through product choices, and referring opportunities to branch staff to expand share of wallet.

Qualifications

• Roles at this level typically do not require a university/college degree, high school diploma or GED.
• May require related experience or product knowledge to accomplish primary duties.
• Typically <1 year of related experience.

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 (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC is seeking a FT Client Experience Associate in the Northwest Region, based in Kinnelon, NJ. The role centers on delivering a superior customer experience, educating clients on financial options, and identifying opportunities to strengthen customer loyalty within our in-office branch network.

Responsibilities include handling a variety of customer interactions, guiding customers through product choices, and referring opportunities to branch staff to expand share of wallet.