Customer Experience Specialist – Banking

PNC; Stockton (CA); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental and vision options

401(k) with PNC match

Paid time off

Job summary

PNC is seeking a Client Experience Associate in Stockton, CA. The role focuses on delivering an outstanding customer experience, educating clients on alternatives, and identifying banking opportunities during customer interactions to grow share of wallet.

Based in-office, candidates should emphasize customer-centric service, knowledge of banking products, and the ability to assist with daily branch operations and transactions. Firm commitment to inclusion and professional growth is highlighted.

Qualifications

• Typically <1 year of related experience.
• No degree required.
• Ability to deliver a positive customer experience and educate customers on alternatives.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty while increasing share of wallet.
• Identifies opportunities through meaningful conversations with customers and refers as appropriate.
• Performs lobby engagement to connect with customers and position PNC products to meet needs.
• Applies product and procedural knowledge to solve customer problems.
• Ensures teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.

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 in Stockton, CA. The role focuses on delivering an outstanding customer experience, educating clients on alternatives, and identifying banking opportunities during customer interactions to grow share of wallet.

Based in-office, candidates should emphasize customer-centric service, knowledge of banking products, and the ability to assist with daily branch operations and transactions. Firm commitment to inclusion and professional growth is highlighted.