Bilingual Client Experience Specialist

PNC Financial Services Group, Inc.; Oceanside, Northern (CA, KY); Hybrid; USD 41,000 - 68,000; Full time

Benefits offered by this job

Health/dental/vision coverage

401(k) with company match

Paid time off

Disability protection

Education assistance

Wellness program

Life insurance

Job summary

PNC Financial Services Group, Inc. is seeking a full-time Client Experience Associate in Oceanside, CA, to deliver a distinctive customer experience and drive loyalty. You will handle customer interactions, educate on digital options, and identify banking opportunities for referrals.

Bilingual Spanish is preferred and sponsorship is not provided. This in-office role emphasizes service, accuracy, and proactive engagement to grow share of wallet.

Qualifications

• Customer-focused approach aligned with client needs and solutions.
• Understanding of enterprise risk management and related policies.
• Ability to identify opportunities and refer to branch staff as appropriate.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Educates customers on alternatives and leverages technology to assist transactions.
• Performs lobby engagement and refers opportunities to branch staff to grow wallet share.
• Supports proactive sales conversations through a defined sales process.

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 Group, Inc. is seeking a full-time Client Experience Associate in Oceanside, CA, to deliver a distinctive customer experience and drive loyalty. You will handle customer interactions, educate on digital options, and identify banking opportunities for referrals.

Bilingual Spanish is preferred and sponsorship is not provided. This in-office role emphasizes service, accuracy, and proactive engagement to grow share of wallet.