Bilingual Client Experience Specialist

PNC; Livermore (CA); On-site; USD 41,000 - 68,000; Full time

Job summary

PNC Livermore is seeking a Client Experience Associate in the Retail organization. You will deliver a unique customer experience to improve financial wellbeing and loyalty, identify opportunities, and refer customers to the appropriate branch staff.

The role emphasizes lobby engagement, educating customers on digital options, and maintaining efficient branch operations while upholding PNC policies and service standards.

Qualifications

• Candidates should have customer service experience in financial services.
• Understanding of basic banking products and processes.
• No degree required; relevant experience considered in lieu of formal education.

Responsibilities

• Delivers a customer-centric experience to improve financial wellbeing and loyalty.
• Identifies opportunities during conversations and refers to appropriate branch staff.
• Performs lobby engagement and educates customers on using digital tools for transactions.
• Applies product knowledge to resolve issues and support daily branch operations.
• Supports sales processes and customer loyalty through effective engagement.

Skills

Customer service

Banking

Retail banking

Client Loyalty

CX

Identifying opportunities

Leveraging technology

Proactive sales

Education

No Degree

Job description

PNC Livermore is seeking a Client Experience Associate in the Retail organization. You will deliver a unique customer experience to improve financial wellbeing and loyalty, identify opportunities, and refer customers to the appropriate branch staff.

The role emphasizes lobby engagement, educating customers on digital options, and maintaining efficient branch operations while upholding PNC policies and service standards.