Retail Banking: Client Experience Specialist

PNC; Brick Township (NJ); On-site; USD 37,000 - 62,000; Full time

Job summary

PNC's Brick, NJ-based Client Experience Associate role focuses on delivering a superior customer experience, educating clients about banking options, and identifying opportunities to grow wallet share during routine interactions.

The in-office position emphasizes lobby engagement, adherence to policies, and collaboration with branch staff to ensure accurate daily operations while supporting proactive sales and customer loyalty efforts.

Qualifications

• No university degree required; relevant experience or product knowledge may be considered.
• Typically <1 year of related experience; some roles may accept military service or certifications in lieu of a degree.
• Candidates should be able to educate customers on alternatives and opportunities.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and loyalty; educates customers on product options.
• Identifies opportunities through conversations and makes referrals to branch staff.
• Performs lobby engagement to position products and educate on digital tools for transactions.
• Applies product knowledge to resolve customer problems and ensures efficient branch operations.
• Supports proactive sales through a defined process, including teller interactions and service to sales.
• Contributes to growing customer share of wallet by sustaining differentiated service.

Skills

Banking

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accountability

Branch Banking

Job description

PNC's Brick, NJ-based Client Experience Associate role focuses on delivering a superior customer experience, educating clients about banking options, and identifying opportunities to grow wallet share during routine interactions.

The in-office position emphasizes lobby engagement, adherence to policies, and collaboration with branch staff to ensure accurate daily operations while supporting proactive sales and customer loyalty efforts.