Client Experience Specialist — Retail Banking (In-Office)

PNC; Mountain Lakes (NJ); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Paid time off

Incentive eligibility

Job summary

PNC is seeking a Client Experience Associate based in Mountain Lakes, NJ, supporting multiple branches within the region. The role emphasizes delivering a superior customer experience, identifying opportunities, and guiding customers through banking solutions using available technology and resources.

Candidates should be prepared to engage customers in the lobby, educate on product options, and refer opportunities to branch staff.

Qualifications

• No degree required; related 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, ensuring efficient and accurate branch operations and transactions.
• Supports proactive sales conversations through a defined sales process to elevate client loyalty.

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 Mountain Lakes, NJ, supporting multiple branches within the region. The role emphasizes delivering a superior customer experience, identifying opportunities, and guiding customers through banking solutions using available technology and resources.

Candidates should be prepared to engage customers in the lobby, educate on product options, and refer opportunities to branch staff.