Client Experience Specialist - Regional Banking

PNC Financial Services Group; Northbrook (IL); On-site; USD 37,000 - 62,000; Full time

Job summary

PNC Financial Services Group in Northbrook, IL seeks a Client Experience Associate to deliver a personalized customer experience across branch locations. The role emphasizes financial wellbeing, loyalty, and proactive service in an in-office environment.

You will engage customers, identify banking opportunities, educate on digital tools, and support the branch sales process while ensuring accurate operations.

Qualifications

• Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties.
• Knowledge of customer banking products and services is desirable.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Identifies banking opportunities and refers to branch staff.
• Engages customers through lobby activities and educates on digital tools.
• Applies product knowledge to solve customer problems and ensures accurate operations.
• Supports sales processes and drives customer loyalty through proactive conversations.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Job description

PNC Financial Services Group in Northbrook, IL seeks a Client Experience Associate to deliver a personalized customer experience across branch locations. The role emphasizes financial wellbeing, loyalty, and proactive service in an in-office environment.

You will engage customers, identify banking opportunities, educate on digital tools, and support the branch sales process while ensuring accurate operations.