Bilingual Client Experience Specialist

PNC

Oceanside (CA)

On-site

USD 41,000 - 68,000

Full time

2 hours ago
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Benefits offered by this job

Medical benefits
401(k) with match
Paid time off

Job summary

PNC is seeking a full-time Client Experience Associate in Oceanside, CA to deliver an exceptional customer journey and boost financial wellbeing. The role emphasizes in-office engagement, education on digital tools, and effective referrals to branch staff.

Bilingual Spanish is preferred to serve a diverse customer base. Candidates should show accountability, strong customer service, and the ability to support sales through a structured process.

Qualifications

  • No university degree required; related experience may be considered.
  • 1 year or less of related experience typical for this level.
  • Spanish speaking preferred for customer interactions.

Responsibilities

  • Delivers a unique customer experience aimed at improving financial wellbeing and loyalty while increasing wallet share.
  • Identifies opportunities through conversations and makes referrals to branch staff.
  • Performs lobby engagement activities and educates on options for managing transactions.
  • Applies product knowledge to solve customer problems and ensures efficient branch operations.
  • Supports proactive sales conversations using a defined process to elevate client loyalty.
  • Contributes to growing share of wallet through differentiated customer experiences.

Skills

Accountability
Banking
Branch Banking
Client Loyalty
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales

Education

No Degree

Job description

PNC is seeking a full-time Client Experience Associate in Oceanside, CA to deliver an exceptional customer journey and boost financial wellbeing. The role emphasizes in-office engagement, education on digital tools, and effective referrals to branch staff.

Bilingual Spanish is preferred to serve a diverse customer base. Candidates should show accountability, strong customer service, and the ability to support sales through a structured process.

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