Client Experience Specialist - Retail Banking

PNC; The Woodlands (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

PNC in The Woodlands, TX seeks a Client Experience Associate to deliver a differentiated customer experience and grow customer loyalty across multiple branches. You will educate customers on digital options, identify opportunities, and refer to branch staff to meet financial needs. This in-office role supports proactive sales through a structured approach and focuses on customer satisfaction.

Candidates typically have little to no degree requirement, with <1 year related experience encouraged. Join a team dedicated to service, inclusion, and balanced work life within Retail Banking.

Qualifications

• No university degree required or equivalent experience.
• Typically <1 year of related experience.
• Related experience or product knowledge may be considered.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.
• Performs lobby engagement activities to connect with customers and position PNC products.
• Educates customers on alternatives for financial interactions and uses digital tools to support transactions.
• Identifies banking opportunities during interactions and refers to branch staff as appropriate.
• Supports proactive sales conversations through a defined sales process and customer engagement.

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 The Woodlands, TX seeks a Client Experience Associate to deliver a differentiated customer experience and grow customer loyalty across multiple branches. You will educate customers on digital options, identify opportunities, and refer to branch staff to meet financial needs. This in-office role supports proactive sales through a structured approach and focuses on customer satisfaction.

Candidates typically have little to no degree requirement, with <1 year related experience encouraged. Join a team dedicated to service, inclusion, and balanced work life within Retail Banking.