Customer Experience Advocate - Banking & Loyalty

PNC Financial Services Group, Inc.; Milwaukee (WI); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with match, pension and stock

Job summary

PNC Financial Services Group, Inc. seeks a Client Experience Associate in Milwaukee, WI. This in-office role supports multiple branches, delivering a differentiated customer experience and driving loyalty by educating customers and referring opportunities to branch staff.

You will guide customers on using technology for transactions, maintain branch operations, and participate in proactive sales conversations to grow wallet share.

Qualifications

• No Degree
• Spanish Speaking - Preferred
• Pay Transparency: Base Salary listed with geographic variation and incentive eligibility

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Processes a variety of customer interactions and educates on alternatives for financial interactions.
• Identifies banking opportunities and makes referrals to branch staff.
• Performs lobby engagement to connect with customers and position PNC products.
• Educates customers on managing transactions using technology and available resources.
• Restores and maintains efficient branch operations and daily maintenance tasks.
• Supports proactive sales conversations through a defined sales process to grow loyalty.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy and Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. seeks a Client Experience Associate in Milwaukee, WI. This in-office role supports multiple branches, delivering a differentiated customer experience and driving loyalty by educating customers and referring opportunities to branch staff.

You will guide customers on using technology for transactions, maintain branch operations, and participate in proactive sales conversations to grow wallet share.