In-Branch Client Experience Specialist - Bilingual

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

Benefits offered by this job

Medical/dental/vision

401(k) with match

Paid time off

Job summary

PNC Financial Services Group, Inc. is hiring for an in-office Client Experience Associate based in Oceanside, CA.

The role focuses on delivering a unique customer experience to enhance financial wellbeing, educate customers, and increase loyalty through branch interactions. The position emphasizes proactive engagement, referral to branch staff for opportunities, and leveraging technology to simplify customer transactions.

Qualifications

• Experience in customer service and banking products preferred.
• Familiarity with branch banking processes and customer loyalty strategies.
• Ability to explain financial options and guide customers through transactions.

Responsibilities

• Deliver a high-quality customer experience to improve financial wellbeing and loyalty.
• Identify banking opportunities and refer to branch staff as appropriate.
• Engage customers in the lobby and promote PNC products and services.
• Educate customers on managing transactions using available tools and technology.
• Support sales processes through service-to-sales conversations and proactive engagement.

Skills

Banking

Branch Banking

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Attention to Detail

Effective Communications

Fraud Detection

Managing Priorities

Problem Solving

Understanding Customer Needs

Job description

PNC Financial Services Group, Inc. is hiring for an in-office Client Experience Associate based in Oceanside, CA.

The role focuses on delivering a unique customer experience to enhance financial wellbeing, educate customers, and increase loyalty through branch interactions. The position emphasizes proactive engagement, referral to branch staff for opportunities, and leveraging technology to simplify customer transactions.