Client Experience Associate
About the role
As a full time Client Experience Associate within PNC's Branch Banking organization, you will be based in Oceanside, CA. Bilingual fluency in Spanish is preferred.
Responsibilities
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet
- Processes a variety of customer interactions
- Educates customers on alternatives available for their financial interactions
- Identifies banking opportunities during the customer interaction and refers as appropriate
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs
- Educates customers on options for managing financial transactions by leveraging technology, tools and resources
- Applies product and procedural knowledge to solve customer's problems
- Adheres to all policies and procedures, demonstrating sound judgment within established limits
- Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner
- Supports proactive sales conversations through internal and outbound interactions with a defined sales process including service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty
- Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience
- Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Roles at this level typically do not require a university/college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically less than 1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.
Skills
- Accountability
- Banking
- Branch Banking
- Client Loyalty
- Customer Experience (CX)
- Customer Service
- Identifying Opportunities
- Leveraging Technology
- Proactive Sales
- Accuracy and Attention to Detail
- Banking Products
- Digital Awareness
- Effective Communications
- Fraud Detection and Prevention
- Managing Multiple Priorities
- Matrix Management
- Problem Solving
- Understanding Customer Needs
Pay
Base Salary: $40,500.00 – $67,500.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:
- Medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with PNC match, pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
In addition, PNC generally provides the following paid time off, depending on your eligibility:
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level and years of service
Schedule
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. This opening is expected to be posted for two business days from 09/01/2026, although it may be longer with business discretion.
This response is AI-generated, for reference only.