Client Experience Specialist - Retail Banking

PNC; Stockton (CA); On-site; USD 37,000 - 62,000; Full time

Job summary

PNC is seeking a Client Experience Associate based in Stockton, CA, within their Retail organization. The role centers on delivering a superior customer experience, driving loyalty, and identifying banking opportunities during customer interactions.

The position emphasizes educating customers on financial options, leveraging technology, and referrals to branch staff. It requires minimal prior experience, no degree, and offers in-office collaboration and comprehensive benefits.

Qualifications

• Preferred Skills listed include accountability, banking, branch banking, client loyalty, customer experience (CX), customer service, identifying opportunities, leveraging technology and proactive sales.
• Competencies include accuracy, banking products, digital awareness, effective communications, fraud detection and prevention, managing multiple priorities, matrix management, problem solving, and understanding customer needs.
• Work experience indicates typically less than 1 year of related experience; no degree is required and relevant experience or certifications may be considered in lieu of a degree.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty, processing customer interactions and educating on alternatives.
• Identifies opportunities through conversations with customers and makes referrals to branch staff.
• Performs lobby engagement to connect with customers and position PNC products while leveraging technology.
• Applies product and procedural knowledge to solve customer problems and ensures branch operations run efficiently.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC is seeking a Client Experience Associate based in Stockton, CA, within their Retail organization. The role centers on delivering a superior customer experience, driving loyalty, and identifying banking opportunities during customer interactions.

The position emphasizes educating customers on financial options, leveraging technology, and referrals to branch staff. It requires minimal prior experience, no degree, and offers in-office collaboration and comprehensive benefits.