Client Experience Specialist - Retail Banking

PNC Financial Services Group; Alexandria (VA); On-site; USD 41,000 - 68,000; Full time

Job summary

PNC Financial Services Group in Alexandria, Virginia is seeking a Client Experience Associate within our Retail Banking organization. You will engage with customers to deliver a differentiated experience, explain financial options, and refer opportunities to branch staff.

As an in-office role, the position emphasizes in-person relationship-building, loyalty, and cross-sell opportunities while adhering to bank policies and procedures.

Qualifications

• No Degree (education path) required or may be substituted by experience.
• Customer-focused mindset with ability to explain products clearly and build trust.
• Experience in retail banking or customer service is a plus.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and loyalty.
• Identifies opportunities during conversations and makes referrals to branch staff.
• Educates customers on options for managing financial transactions and uses technology to help."
• Supports proactive sales conversations through a defined sales process to elevate client loyalty.
• Maintains accurate branch operations and adheres to policies to ensure efficient service.

Skills

Customer Service

Banking

Branch Banking

Client Loyalty

Identifying Opportunities

Leveraging Technology

Proactive Sales

Customer Experience

Education

No Degree

Job description

PNC Financial Services Group in Alexandria, Virginia is seeking a Client Experience Associate within our Retail Banking organization. You will engage with customers to deliver a differentiated experience, explain financial options, and refer opportunities to branch staff.

As an in-office role, the position emphasizes in-person relationship-building, loyalty, and cross-sell opportunities while adhering to bank policies and procedures.