Bilingual Client Experience Specialist – Spanish

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

Benefits offered by this job

401(k) with match

Health coverage

Wellness program

Paid time off

Job summary

PNC Financial Services Group, Inc. in Clifton, NJ seeks a Bilingual Spanish Client Experience Associate to support multiple branches in the region. The role emphasizes customer-centered banking, education on options, and proactive sales through lobby engagement and referrals.

You will work in a collaborative, in-office environment with a focus on delivering financial wellbeing and loyalty, while following policy guidelines and utilizing digital tools.

Qualifications

• Roles at this level typically do not require a university / college degree, high school diploma or GED.
• In lieu of a degree, a comparable combination of education, experience and certifications may be considered.

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Processes a variety of customer interactions.
• Educates customers on alternatives available for their financial interactions.
• Identifies banking opportunities during the customer interaction and refers as appropriate.
• Identifies opportunities through meaningful conversations with customers, making referrals to branch staff.
• Performs lobby engagement activities to connect with customers and position PNC products to meet their needs.
• Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Applies product and procedural knowledge to solve customer's problems.
• Adheres to all policies and procedures, demonstrating sound judgment within established limits.
• Ensures teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
• Supports proactive sales conversations through internal and outbound interactions with a defined sales process.

Skills

Accountability

Banking

Branch Banking

Customer Service

Customer Experience

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy

Digital Awareness

Effective Communications

Fraud Detection

Managing Priorities

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Clifton, NJ seeks a Bilingual Spanish Client Experience Associate to support multiple branches in the region. The role emphasizes customer-centered banking, education on options, and proactive sales through lobby engagement and referrals.

You will work in a collaborative, in-office environment with a focus on delivering financial wellbeing and loyalty, while following policy guidelines and utilizing digital tools.