Client Experience Associate - Wheaton
Listed on 2026-07-08
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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. We 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 Bank organization, you will be based in Silver Spring, Maryland.
PNC is an in‑office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
R224894
Job Description- Deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Process a variety of customer interactions. Educate customers on alternatives available for their financial interactions. Identify banking opportunities during the customer interaction and refer as appropriate.
- Identify opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
- Perform lobby engagement activities to connect with customers and position PNC products to meet their needs. Educate customers on options for managing financial transactions by leveraging technology, tools, and resources.
- Apply product and procedural knowledge to solve customers’ problems.
- Adhere to all policies and procedures, demonstrating sound judgment within established limits. Ensure teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
- Support 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.
- Support customer loyalty and help grow customer share of wallet through a differentiated customer experience. Apply basic product and procedural knowledge to help identify, mitigate, and resolve customer problems effectively to drive customer loyalty.
- Customer Focused—knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information to create customized customer solutions.
- Managing Risk—assessing and effectively managing all risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.
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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