Bilingual Client Experience Specialist

PNC; Aspen (CO); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Paid time off

Job summary

PNC in Aspen, Colorado is seeking a Client Experience Associate to deliver personalized banking support in our Branch Banking team. Based on-site, you will engage customers, identify opportunities, and guide them through PNC products and digital tools to enhance financial wellbeing and loyalty.

Preferred Spanish language skills, a customer-focused mindset, and the ability to work with colleagues to drive service and sales through a defined process.

Qualifications

• No university degree is required; related experience or training may be considered.
• Bilingual Spanish is preferred but not required.
• Strong customer service orientation and ability to explain banking options clearly.

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 Focus

Banking

Branch Banking

Client Loyalty

CX

Customer Service

Opportunity Identification

Technology Proficiency

Sales

Job description

PNC in Aspen, Colorado is seeking a Client Experience Associate to deliver personalized banking support in our Branch Banking team. Based on-site, you will engage customers, identify opportunities, and guide them through PNC products and digital tools to enhance financial wellbeing and loyalty.

Preferred Spanish language skills, a customer-focused mindset, and the ability to work with colleagues to drive service and sales through a defined process.