Customer Experience Specialist – Banking

PNC Financial Services Group; Bainbridge Township (OH); On-site; USD 34,000 - 56,000; Full time

Job summary

PNC Financial Services Group in Ohio seeks a Client Experience Associate to engage customers, deliver financial wellbeing, and expand branch services. This in-office role emphasizes a friendly, service-driven approach and loyalty-building through daily interactions.

Based in Chagrin Valley, OH, the position focuses on educating customers about options, leveraging technology, and collaborating with branch staff to meet needs.

Qualifications

• Accountability, banking knowledge, and customer service focus are essential.
• Strong communication and problem-solving abilities.
• Ability to educate customers and refer opportunities to branch staff.

Responsibilities

• Deliver a superior customer experience to improve financial wellbeing and loyalty.
• Identify banking opportunities during customer interactions and refer as appropriate.
• Engage customers in the lobby and educate them on digital tools and options.
• Apply product knowledge to resolve customer problems and ensure efficient branch operations.
• Support proactive sales conversations through a defined sales process and referrals.
• Contribute to growing customer share of wallet through differentiated service.

Skills

Customer service

Accountability

Banking

Branch banking

Client loyalty

Customer experience

Identifying opportunities

Leveraging technology

Proactive sales

Education

No Degree

No Required Certification(s)

No Required License(s)

Job description

PNC Financial Services Group in Ohio seeks a Client Experience Associate to engage customers, deliver financial wellbeing, and expand branch services. This in-office role emphasizes a friendly, service-driven approach and loyalty-building through daily interactions.

Based in Chagrin Valley, OH, the position focuses on educating customers about options, leveraging technology, and collaborating with branch staff to meet needs.