Bilingual Banking & Client Experience Associate

PNC Financial Services Group, Inc.; Rowlett (TX); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life Insurance

Disability insurance

401(k) & Pension

Dependent care reimbursement

Back-up child/elder care

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. in Rowlett, TX is seeking a bilingual Client Experience Associate to deliver a differentiated customer experience in our retail branch. The role emphasizes financial wellbeing, loyalty, and proactive customer engagement through talks and referrals to branch staff.

The ideal candidate speaks Spanish, has strong service orientation, and can educate customers on digital tools while handling transactions and inquiries with accuracy. Office-based position.

Qualifications

• Roles at this level typically do not require a university degree.
• Typically less than 1 year of related experience.
• In lieu of a degree, a comparable combination of education and experience may be considered.

Responsibilities

• 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.
• Educates customers on alternatives available for their financial interactions.
• Identifies banking opportunities during the customer interaction and refers as appropriate.
• Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
• 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's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits.
• Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
• 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.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience.
• Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

Skills

Customer Service

Spanish Language

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Rowlett, TX is seeking a bilingual Client Experience Associate to deliver a differentiated customer experience in our retail branch. The role emphasizes financial wellbeing, loyalty, and proactive customer engagement through talks and referrals to branch staff.

The ideal candidate speaks Spanish, has strong service orientation, and can educate customers on digital tools while handling transactions and inquiries with accuracy. Office-based position.