Client Experience Specialist - Banking and Loyalty

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

Benefits offered by this job

Medical/dental/vision

401(k) with match

Pension and stock purchase plans

Paid holidays and vacation

Education assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. in Carlsbad, CA, is seeking a Client Experience Associate to deliver an exceptional customer experience in our Branch Banking organization.

The role emphasizes personal connections, education on banking options, and referrals to branch staff to meet client needs. The position involves lobby engagement, leveraging technology to assist customers, and maintaining efficient teller operations.

Qualifications

• Qualifications are listed with preference for candidates who have experience in client-facing banking roles and a strong knowledge of retail banking products.
• Typical education levels vary; roles may not require a university degree but related experience is valued.
• Spanish speaking ability is preferred for this position.

Responsibilities

• Deliver a unique customer experience to improve financial wellbeing and loyalty.
• Process a variety of customer interactions and educate on available alternatives.
• Identify banking opportunities and refer to branch staff as appropriate.
• Engage with customers through lobby activities to promote PNC products.
• Educate customers on managing transactions using technology and resources.
• Apply product knowledge to solve customer issues and maintain efficient branch operations.
• Support proactive sales conversations through a defined process to grow client loyalty.

Skills

Accountability

Banking

Branch Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Accuracy and Attention to Detail

Banking Products

Digital Awareness

Effective Communications

Fraud Detection

Managing Multiple Priorities

Matrix Management

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Carlsbad, CA, is seeking a Client Experience Associate to deliver an exceptional customer experience in our Branch Banking organization.

The role emphasizes personal connections, education on banking options, and referrals to branch staff to meet client needs. The position involves lobby engagement, leveraging technology to assist customers, and maintaining efficient teller operations.