Client Experience Specialist, Retail Banking

PNC

Little Elm (TX)

On-site

USD 40,000 - 55,000

Full time

30 hours ago
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Benefits offered by this job

Health benefits
401(k) with PNC match
Pension and stock purchase plans

Job summary

PNC is seeking a Client Experience Associate based in Little Elm, TX, supporting multiple branches within the region. This role emphasizes delivering a superior customer experience, promoting PNC products, and growing customer loyalty through proactive engagement.

Based in-office, you will collaborate with branch staff to educate customers on digital tools, resolve issues, and identify opportunities to advance financial wellbeing while upholding PNC policies and standards.

Qualifications

  • Roles at this level typically do not require a university / college degree, high school diploma or GED.
  • Experience and product knowledge may be considered in lieu of a degree.
  • Strong customer service and banking knowledge are beneficial.

Responsibilities

  • Delivers a unique customer experience to improve financial wellbeing and loyalty.
  • Identifies banking opportunities during customer interactions and refers as appropriate.
  • Performs lobby engagement to connect with customers and promote PNC products.
  • Educates customers on managing financial transactions using technology and resources.
  • Supports proactive sales conversations through internal and outbound interactions using a defined process.
  • Maintains branch operations and adheres to policies with sound judgment.

Skills

Customer Experience
Customer Service
Banking Knowledge
Digital Awareness

Education

No Degree

Job description

PNC is seeking a Client Experience Associate based in Little Elm, TX, supporting multiple branches within the region. This role emphasizes delivering a superior customer experience, promoting PNC products, and growing customer loyalty through proactive engagement.

Based in-office, you will collaborate with branch staff to educate customers on digital tools, resolve issues, and identify opportunities to advance financial wellbeing while upholding PNC policies and standards.

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