Customer Experience Specialist - Retail Banking

PNC Financial Services Group, Inc.; Jacksonville (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision

401(k) with match

Paid holidays

Disability protection

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate based in Naples, FL, supporting multiple branches.

You will deliver a differentiating customer experience, educate customers on financial options, and refer opportunities to branch staff while helping drive loyalty and wallet share through proactive engagement. The role emphasizes in-person client interactions, a strong focus on customer service, and the use of technology to assist customers with banking needs.

Qualifications

• Roles at this level typically do not require a university degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties.
• Experience in banking and customer interactions is advantageous.
• Strong focus on accuracy, risk awareness and customer satisfaction.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.
• Processes a variety of customer interactions.
• Educates customers on alternatives and leverages technology.
• Identifies banking opportunities and makes referrals to branch staff as appropriate.
• Supports proactive sales conversations through a defined sales process and lobby engagement to elevate client loyalty.
• Applies product knowledge to solve customer problems and ensures efficient branch operations.

Skills

Accountability

Banking

Branch Banking

Customer Service

Proactive Sales Competencies

Digital Awareness

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate based in Naples, FL, supporting multiple branches.

You will deliver a differentiating customer experience, educate customers on financial options, and refer opportunities to branch staff while helping drive loyalty and wallet share through proactive engagement. The role emphasizes in-person client interactions, a strong focus on customer service, and the use of technology to assist customers with banking needs.