Bilingual Client Experience Specialist

PNC; Texas; Hybrid; USD 35,000 - 50,000; Full time

Benefits offered by this job

Medical & Prescription Coverage

Dental & Vision

401(k) with Match

Paid Holidays

Paid Time Off

Wellness Program

Job summary

PNC Financial Services Group, Inc., based in Penitas, TX, supports multiple branches in the Upper Valley Region. The Client Experience Associate focuses on delivering a superior customer experience and educating customers on banking options and technology to enhance financial wellbeing.

The role emphasizes identifying opportunities, referrals to branch staff, and maintaining efficient daily operations while driving loyalty and share of wallet through proactive engagements.

Qualifications

• No university degree required; related experience or certifications may be considered.
• Excellent communication and problem-solving skills.
• Ability to identify banking opportunities and refer to branch staff.
• Strong customer service orientation and ability to educate customers on products.
• Spanish language preference noted in job postings.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and loyalty.
• Educates customers on alternatives available for their financial interactions.
• Identifies banking opportunities and refers as appropriate.
• Performs lobby engagement to connect with customers and promote PNC products.
• Supports proactive sales conversations through a defined sales process and service-to-sales mindset.

Skills

Customer Service

Sales

Banking

Identifying Opportunities

Leveraging Technology

Proactive Sales

Client Loyalty

Crisis/ Risk Awareness

Effective Communications

Education

No Degree

Job description

PNC Financial Services Group, Inc., based in Penitas, TX, supports multiple branches in the Upper Valley Region. The Client Experience Associate focuses on delivering a superior customer experience and educating customers on banking options and technology to enhance financial wellbeing.

The role emphasizes identifying opportunities, referrals to branch staff, and maintaining efficient daily operations while driving loyalty and share of wallet through proactive engagements.