Client Experience Specialist - Retail Banking

PNC Financial Services Group, Inc.

San Francisco (CA)

On-site

USD 37,000 - 62,000

Full time

4 days ago
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Benefits offered by this job

Medical/Dental/Vision insurance
401(k) with company match
Pension and stock purchase plans
Paid holidays
Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate within its Retail Banking organization. The role is based in Denver, CO and supports multiple branches in the region.

The position focuses on delivering a differentiated customer experience and leveraging technology to meet customer needs. Responsibilities include handling various customer interactions, educating customers on options, identifying banking opportunities, and driving loyalty through a defined sales process,

Qualifications

  • Typically <1 year of related experience.
  • In lieu of a degree, a comparable combination of education, certifications 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.
  • Processes a variety of customer interactions and educates customers on alternatives available for their financial interactions.
  • Identifies banking opportunities during customer interaction and refers as appropriate to branch staff.
  • Supports proactive sales conversations through internal/outbound interactions with a defined sales process.
  • Ensures teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
  • Educates customers on options for managing financial transactions by leveraging technology, tools and resources.

Skills

Accountability
Banking
Branch Banking
Client Loyalty
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate within its Retail Banking organization. The role is based in Denver, CO and supports multiple branches in the region.

The position focuses on delivering a differentiated customer experience and leveraging technology to meet customer needs. Responsibilities include handling various customer interactions, educating customers on options, identifying banking opportunities, and driving loyalty through a defined sales process,

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