In-Branch Client Experience Specialist

PNC Financial Services Group, Inc.; Mountain Lakes (NJ); On-site; USD 41,000 - 68,000; Full time

Job summary

PNC Financial Services Group, Inc. in Mountain Lakes, NJ is seeking a Client Experience Associate to deliver a differentiated customer experience and support regional branches. You will educate customers, identify banking opportunities during interactions, and refer to branch staff as appropriate.

The role emphasizes proactive engagement, using technology to assist, and maintaining accurate branch operations. Prior experience in banking and customer service is valued.

Qualifications

• No Degree required
• No required Certification(s)
• No Required License(s)
• No Required Language Assessments

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• 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.

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 Mountain Lakes, NJ is seeking a Client Experience Associate to deliver a differentiated customer experience and support regional branches. You will educate customers, identify banking opportunities during interactions, and refer to branch staff as appropriate.

The role emphasizes proactive engagement, using technology to assist, and maintaining accurate branch operations. Prior experience in banking and customer service is valued.