Client Experience Associate - Green
Listed on 2026-06-14
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers and work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's retail organization, you will be based in Katy, TX.
Job : R225712.
Job Description- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
- Processes a variety of customer interactions and educates customers on alternatives available for their financial interactions.
- Identifies banking opportunities during customer interactions and refers as appropriate, including opportunities identified through meaningful conversations with customers.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs.
- Educates customers on options for managing financial transactions by leveraging technology, tools, and resources.
- Applies product and procedural knowledge to solve customer problems.
- Adheres to all policies and procedures, demonstrating sound judgment within established limits, and ensures teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
- Supports proactive sales conversations through internal and outbound interactions with a defined sales process, including service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
Preferred
Skills:
Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), 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.
Work Experience:
Typically
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