Customer Experience Banker

PNC; Wheaton (MD); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Life insurance and disability coverage

Job summary

PNC Financial Services Group, Inc. in Wheaton, MD, seeks an Client Experience Associate to deliver a differentiated customer experience across multiple branches. You will engage customers, educate on options, and identify opportunities to refer to branch staff, increasing loyalty and share of wallet.

The role emphasizes in-person service, adherence to policies, and collaboration with the Retail Bank team to meet client needs and ensure efficient branch operations.

Qualifications

• Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Processes a variety of customer interactions.
• Educates customers on alternatives available for their financial interactions.
• Identifies banking opportunities during the customer interaction and refers as appropriate.
• 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.
• Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits.
• Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience.
• Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales Competencies

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. in Wheaton, MD, seeks an Client Experience Associate to deliver a differentiated customer experience across multiple branches. You will engage customers, educate on options, and identify opportunities to refer to branch staff, increasing loyalty and share of wallet.

The role emphasizes in-person service, adherence to policies, and collaboration with the Retail Bank team to meet client needs and ensure efficient branch operations.