Client Experience Specialist - Banking

PNC Financial Services Group, Inc.; Fresno (CA); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision options

401(k) with company match

Paid holidays

Employee wellness programs

Job summary

PNC Financial Services Group, Inc. in Fresno, CA seeks a Client Experience Associate to deliver a differentiated customer experience within our Retail Banking network.

You will educate customers, manage inquiries, and connect clients with the right products and services to meet their financial goals. In this in-office role, you will participate in lobby engagement and daily operations while supporting branch teams with service-to-sales activities and proactive outreach to grow customer loyalty

Qualifications

• Role typically does not require a university degree.
• Experience in customer service or banking is preferred.
• Spanish speaking ability is preferred.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Educates customers on alternatives and leverages technology to manage transactions.
• Identifies banking opportunities and refers to branch staff as appropriate.
• Supports proactive sales conversations through a defined process.

Skills

Customer Service

Banking Knowledge

Proactive Sales

Digital Awareness

Multitasking

Communication Skills

Problem Solving

Attention to Detail

Spanish Language

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Fresno, CA seeks a Client Experience Associate to deliver a differentiated customer experience within our Retail Banking network.

You will educate customers, manage inquiries, and connect clients with the right products and services to meet their financial goals. In this in-office role, you will participate in lobby engagement and daily operations while supporting branch teams with service-to-sales activities and proactive outreach to grow customer loyalty