Client Experience Specialist - In-Office Banking

Fairygodboss; Oceanside (CA); On-site; USD 41,000 - 68,000; Full time

Job summary

PNC is seeking a Client Experience Associate in Oceanside, CA to deliver exceptional in-branch service and financial guidance. The role emphasizes proactive customer conversations, referrals to branch staff, and leveraging technology to enhance the customer journey.

Spanish language ability is preferred, with a comprehensive benefits package and in-office work culture. The position emphasizes adherence to policies, accurate processing of transactions, and contributing to a differentiated

Qualifications

• Accountability and customer-focused mindset critical for in-branch roles.
• Strong knowledge of banking products and services to educate customers.
• Ability to engage customers and identify opportunities during interactions.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Identifies opportunities through conversations and makes referrals to branch staff.
• Supports sales conversations and lobby engagement to elevate client loyalty.
• Applies product knowledge to solve customer problems and ensures accurate branch operations.

Skills

Accountability

Banking

Branch Banking

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC is seeking a Client Experience Associate in Oceanside, CA to deliver exceptional in-branch service and financial guidance. The role emphasizes proactive customer conversations, referrals to branch staff, and leveraging technology to enhance the customer journey.

Spanish language ability is preferred, with a comprehensive benefits package and in-office work culture. The position emphasizes adherence to policies, accurate processing of transactions, and contributing to a differentiated