Client Experience Specialist - Retail Banking

PNC Financial Services Group; Milwaukee (WI); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Job summary

PNC Financial Services Group in Milwaukee is seeking to fill a Client Experience Associate role within its Retail Banking organization. You will support multiple branches, delivering a unique customer experience and educating customers on options to manage their finances.

The role emphasizes literacy in technology and proactive engagement to grow customer loyalty and share of wallet. Base salary range is disclosed, with incentive opportunities based on company and individual performance.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically do not require a university / college degree, high school diploma or GED.
• A comparable combination of education, job specific certification(s) and experience may be considered.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• 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.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC Financial Services Group in Milwaukee is seeking to fill a Client Experience Associate role within its Retail Banking organization. You will support multiple branches, delivering a unique customer experience and educating customers on options to manage their finances.

The role emphasizes literacy in technology and proactive engagement to grow customer loyalty and share of wallet. Base salary range is disclosed, with incentive opportunities based on company and individual performance.