Client Experience Specialist (Bilingual)

PNC Financial Services; Lake Worth (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Healthcare coverage (medical, Rx)?

Dental and vision coverage

401(k) with company match

Paid holidays

Job summary

PNC Financial Services, based in Lake Worth, FL, seeks a Client Experience Associate to deliver outstanding customer experiences and educate customers on their financial options. You will engage in lobby activities, identify opportunities for referrals, and support branch operations while maintaining compliance.

The role emphasizes customer loyalty, proactive sales, and the ability to leverage technology to assist clients in managing their finances. Spanish-speaking candidates are preferred.

Qualifications

• No degree required; related experience or product knowledge may be considered.
• Spanish speaking preferred
• Basic knowledge of banking products and services
• Ability to educate customers on alternatives and leverage technology

Responsibilities

• Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
• Identifies opportunities through meaningful conversations with customers and referrals to branch staff.
• Performs lobby engagement to connect with customers and position PNC products to meet needs.
• Applies product and procedural knowledge to solve customer problems and supports branch operations.
• Supports proactive sales conversations through a defined sales process to elevate client loyalty.
• Maintains compliance with policies and demonstrates sound judgment in daily operations.

Skills

Customer Focused

Managing Risk

Digital Awareness

Effective Communications

Fraud Detection and Prevention

Problem Solving

Understanding Customer Needs

Education

No Degree

Job description

PNC Financial Services, based in Lake Worth, FL, seeks a Client Experience Associate to deliver outstanding customer experiences and educate customers on their financial options. You will engage in lobby activities, identify opportunities for referrals, and support branch operations while maintaining compliance.

The role emphasizes customer loyalty, proactive sales, and the ability to leverage technology to assist clients in managing their finances. Spanish-speaking candidates are preferred.