Retail Client Experience Specialist

PNC; Fredericksburg (TX); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Medical / Prescription drug coverage (

Dental and Vision options

401(k) with PNC match

Job summary

PNC is seeking a Client Experience Associate in Fredericksburg, TX to deliver exceptional service at the in-branch level. You will engage customers, educate on banking options, and identify opportunities to meet financial goals while upholding PNC's values.

The role emphasizes collaboration with branch staff, adherence to risk and policy guidelines, and a focus on customer loyalty through proactive conversations and a seamless banking experience for everyday financial needs.

Qualifications

• No university degree required; related experience acceptable.
• Strong customer service and sales-oriented mindset.
• Familiarity with banking products and digital tools.
• Ability to educate customers and identify opportunities.
• Must pass background and comply with branch policies.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing.
• Identifies opportunities through conversations and referrals.
• Performs lobby engagement to connect customers with PNC products.
• Uses product knowledge to solve customer problems.
• Ensures branch operations are efficient and accurate.
• Supports proactive sales through a defined process.
• Contributes to growing customer share of wallet.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC is seeking a Client Experience Associate in Fredericksburg, TX to deliver exceptional service at the in-branch level. You will engage customers, educate on banking options, and identify opportunities to meet financial goals while upholding PNC's values.

The role emphasizes collaboration with branch staff, adherence to risk and policy guidelines, and a focus on customer loyalty through proactive conversations and a seamless banking experience for everyday financial needs.