Bilingual Client Experience Associate - Retail Banking

PNC Financial Services; Wellington (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

PNC Financial Services is seeking a Client Experience Associate at the Wellington, FL area. The role focuses on delivering exceptional customer experiences, educating clients on banking options, and driving opportunities to enhance financial wellbeing.

You will engage customers in the branch lobby, educate on digital tools, and refer opportunities to branch staff, aiming to grow client loyalty and wallet share while adhering to branch policies.

Qualifications

• No university degree required.
• Typically <1 year of related experience.
• Spanish Speaking - Preferred

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• 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.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, ensuring 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.
• Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC Financial Services is seeking a Client Experience Associate at the Wellington, FL area. The role focuses on delivering exceptional customer experiences, educating clients on banking options, and driving opportunities to enhance financial wellbeing.

You will engage customers in the branch lobby, educate on digital tools, and refer opportunities to branch staff, aiming to grow client loyalty and wallet share while adhering to branch policies.