Client Experience & Banking Concierge (Bilingual)

PNC Financial Services Group, Inc.; Plainfield (IL); Hybrid; USD 37,000 - 62,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Client Experience Associate based in Plainfield, IL for in-office duties within our Retail Banking network.

The role centers on delivering a superior customer experience, educating clients on financial options, and identifying opportunities to grow wallet share across branches. The position supports lobby engagement, uses technology to assist transactions, and referrals to branch staff to strengthen customer loyalty.

Qualifications

• No university/college degree required; high school diploma or GED may be acceptable.
• Experience in customer interactions and financial services preferred.
• Bilingual Spanish is a plus and may be preferred in this role.

Responsibilities

• Delivers a customer experience aimed at improving financial wellbeing and loyalty.
• Educates customers on alternatives and leverages technology to facilitate transactions.
• Identifies banking opportunities during conversations and makes referrals to branch staff.
• Supports proactive sales conversations through a defined sales process and lobby engagement.

Skills

Customer Service

Banking

Spanish preferred

Communication

Education

No Degree

Tools

CRM software

Microsoft Office

Job description

PNC Financial Services Group, Inc. is seeking a Client Experience Associate based in Plainfield, IL for in-office duties within our Retail Banking network.

The role centers on delivering a superior customer experience, educating clients on financial options, and identifying opportunities to grow wallet share across branches. The position supports lobby engagement, uses technology to assist transactions, and referrals to branch staff to strengthen customer loyalty.