Client Experience Specialist, Retail Banking

PNC; Shelby (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with employer match

Paid time off

Job summary

PNC in Shelby, North Carolina seeks a Client Experience Associate to deliver a differentiated customer experience across multiple branches. You will educate customers on financial options, identify opportunities, and support sales through active lobby engagement and referrals.

The role emphasizes customer loyalty, financial wellbeing, and collaboration with branch teams to ensure accurate operations and strong service metrics.

Qualifications

• Experience in customer service and sales.
• Ability to educate customers on financial options.
• Familiarity with branch operations and policies.

Responsibilities

• Delivers a unique customer experience aiming to improve customer financial wellbeing and loyalty.
• Identifies opportunities through meaningful conversations and referrals.
• Performs lobby engagement to position PNC products and educate customers on digital tools.
• Applies product and procedural knowledge to solve customer problems.
• Ensures branch operations are executed efficiently and accurately.
• Supports proactive sales through defined processes and customer interactions.
• Contributes to growing customer share of wallet via differentiated experiences.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC in Shelby, North Carolina seeks a Client Experience Associate to deliver a differentiated customer experience across multiple branches. You will educate customers on financial options, identify opportunities, and support sales through active lobby engagement and referrals.

The role emphasizes customer loyalty, financial wellbeing, and collaboration with branch teams to ensure accurate operations and strong service metrics.