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Client Engagement Specialist 3

2 months ago


Seattle, Washington, United States Us Bank Full time

At U.S. Bank, we are committed to excellence. Our mission is to assist customers and businesses in making informed financial choices while fostering the growth and success of the communities we serve. We recognize that our collective ambition thrives on the unique potential of each individual. A career with U.S. Bank offers a diverse array of opportunities to explore what drives you at every stage of your professional journey. Embrace new challenges, acquire new skills, and uncover your strengths from Day One.

Position Overview

Client Relationship Consultants are responsible for cultivating connections with clients, engaging them through various channels, including face-to-face interactions, scheduled appointments, and virtual consultations. The goal is to provide exceptional guidance while embracing a digital-first approach. Building strong client relationships hinges on trust, understanding and addressing customers' banking requirements, gathering and processing client and account information, showcasing and educating clients on available deposit and loan products, and proposing tailored solutions that align with each client's distinct objectives and aspirations.

Key responsibilities include:

  • Establishing and nurturing relationships with clients through proactive outreach and follow-up, inquiring about their financial needs and preferred banking channels.
  • Identifying and recommending solutions for both new and existing clients based on their requirements through effective engagement and communication.
  • Maintaining a comprehensive understanding of consumer and business banking products and services, including digital offerings.
  • Delivering a consistently exceptional client experience, which includes welcoming clients and processing basic transactions.
  • Collaborating with branch team members and partners to provide optimal service to clients.
  • Opening new consumer and business accounts, fulfilling service requests, and submitting credit applications.
  • Proactively informing clients about emerging digital products and self-service technologies to help meet their financial needs.
  • Utilizing available resources and technologies to enhance the client experience and ensure operational excellence and accuracy.

This role necessitates registration with the National Mortgage Licensing System (NMLS) as mandated by the S.A.F.E. Act of 2008 and Regulation Z. Candidates will undergo the required registration process, which includes a criminal background and credit check. Non-compliance with any NMLS registration requirements, including maintaining a satisfactory criminal and credit history, may lead to the withdrawal of an offer or termination of employment.

Essential Qualifications
  • High school diploma or equivalent.
  • A minimum of four to five years of experience in customer service.
  • A minimum of four to five years of experience in sales.
Preferred Skills and Experience
  • Demonstrated ability to build and maintain client relationships through proactive outreach and follow-up.
  • Effective engagement and communication skills with clients.
  • Thorough understanding of relevant bank and branch policies, procedures, and support systems.
  • Comprehensive knowledge of all retail products and services.
  • Proven customer service and interpersonal skills.
  • Experience in participating in sales campaigns and promotions.
  • Familiarity with using and demonstrating digital products and self-service technologies.
  • Ability to assess and identify a customer's true needs while leveraging a digital-first mindset.
  • Advanced proficiency in making suitable recommendations that address customer needs both reactively and proactively.
  • Experience in the financial services sector is preferred.

If any accommodations are needed for a disability during the application or hiring process, please refer to our disability accommodations for applicants.

Benefits Overview

Our benefits and total rewards approach considers the holistic well-being of our team members and what is necessary for them to thrive both professionally and personally. Our benefits are designed to support you and your family in enhancing health, safeguarding financial security, and providing peace of mind. Benefits include (some may vary based on role, location, or hours):

  • Healthcare (medical, dental, vision).
  • Basic term and optional term life insurance.
  • Short-term and long-term disability coverage.
  • Pregnancy disability and parental leave.
  • 401(k) and employer-funded retirement plans.
  • Paid vacation (ranging from two to five weeks based on salary grade and tenure).
  • Up to 11 paid holidays.
  • Adoption assistance.
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.
Equal Employment Opportunity

U.S. Bank is an equal opportunity employer dedicated to fostering a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants can learn more about the company's commitment to equal opportunity by reviewing the federal KNOW YOUR RIGHTS EEO poster.

E-Verify Participation

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program across all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.