In-Office Banking Client Experience Specialist

PNC; Allen (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Job summary

PNC's Retail Banking team in Allen, TX seeks a Client Experience Associate to deliver a differentiated customer experience, educate customers, and identify banking opportunities during interactions. You will engage in lobby activities, refer opportunities to branch staff, and help manage transactions with accuracy while supporting a service-to-sales approach.

This role emphasizes customer loyalty, risk awareness, and adherence to policies, with a comprehensive benefits package and in-office

Qualifications

• Experience delivering customer-focused financial services.
• Familiarity with banking products and processes.
• Ability to learn and apply branch policies.

Responsibilities

• Delivers a unique customer experience and processes customer interactions.
• Identifies opportunities through conversations and refers to branch staff.
• Performs lobby engagement activities to connect with customers and educate on options.
• Applies product knowledge to resolve customer problems and support transactions.
• Supports proactive sales conversations and drives customer loyalty.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC's Retail Banking team in Allen, TX seeks a Client Experience Associate to deliver a differentiated customer experience, educate customers, and identify banking opportunities during interactions. You will engage in lobby activities, refer opportunities to branch staff, and help manage transactions with accuracy while supporting a service-to-sales approach.

This role emphasizes customer loyalty, risk awareness, and adherence to policies, with a comprehensive benefits package and in-office