Client Experience Specialist

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

Benefits offered by this job

Medical/dental/vision benefits

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. in San Diego, CA seeks a Client Experience Associate to deliver a differentiated customer experience across branches. The role focuses on financial wellbeing, referrals, and proactive engagement with customers in a busy banking environment.

Preferred bilingual Spanish fluency, in-office duties, and a drive to grow customer loyalty through effective use of technology and branch partnerships. No STEM OPT sponsorship is offered.

Qualifications

• Experience in basic banking operations and customer interactions.
• Familiarity with branch banking products and services.
• Spanish language skills preferred.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Educates customers on products and referrals to branch staff as appropriate.
• Executes lobby engagement and promotes PNC products to meet customer needs.
• Assists with teller and branch operations to ensure accuracy and efficiency.
• Supports proactive sales conversations through a defined process.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales Competencies

Accuracy and Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. in San Diego, CA seeks a Client Experience Associate to deliver a differentiated customer experience across branches. The role focuses on financial wellbeing, referrals, and proactive engagement with customers in a busy banking environment.

Preferred bilingual Spanish fluency, in-office duties, and a drive to grow customer loyalty through effective use of technology and branch partnerships. No STEM OPT sponsorship is offered.