Bilingual Client Experience Specialist (Banking)

PNC Financial Services Group, Inc.; Carlsbad (CA); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision

401(k) with company match

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate to deliver a superior customer experience in our in-office Branch Banking team in Carlsbad, CA.

The role involves engaging with customers, educating them on financial options, and referring opportunities to branch staff to grow share of wallet. The ideal candidate is bilingual in Spanish (preferred) and brings up to 1 year of related experience.

Qualifications

• No university degree required; related experience may be considered.
• Spanish speaking preferred.
• 0–1 year of related experience or equivalent education.

Responsibilities

• Delivers a unique customer experience and improves customer financial wellbeing.
• Educates customers on alternatives and leverages technology to simplify transactions.
• Identifies banking opportunities during interactions and refers to branch staff when appropriate.
• Supports proactive sales conversations and lobby engagement to drive loyalty and share of wallet.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Attention to Detail

Education

No Degree

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate to deliver a superior customer experience in our in-office Branch Banking team in Carlsbad, CA.

The role involves engaging with customers, educating them on financial options, and referring opportunities to branch staff to grow share of wallet. The ideal candidate is bilingual in Spanish (preferred) and brings up to 1 year of related experience.