Client Relationship Specialist

6 days ago

Minnetonka, Minnesota, United States U.S. Bank Full time
About the Role

At U.S. Bank, we're committed to delivering exceptional customer experiences and helping our clients achieve their financial goals. As a Client Relationship Consultant, you'll play a critical role in building and maintaining strong relationships with our customers, providing personalized guidance and support to help them navigate their financial needs.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with customers, understanding their financial goals and preferences to provide tailored solutions and recommendations.
  • Financial Needs Assessment: Conduct thorough assessments of customers' financial needs, identifying opportunities to provide value-added services and solutions.
  • Product and Service Knowledge: Maintain a deep understanding of U.S. Bank's products and services, including digital offerings, to effectively communicate and recommend solutions to customers.
  • Collaboration and Communication: Work closely with branch team members and partners to ensure seamless delivery of customer services and solutions.
  • Account Management: Open new consumer and business accounts, process service requests, and submit credit applications as needed.
  • Digital Literacy: Educate customers on emerging and self-service digital products and services to enhance their financial well-being.
  • Operational Excellence: Leverage available resources and technologies to optimize the customer experience and deliver operational excellence.
Requirements
  • Education: High school diploma or equivalent
  • Experience: Typically 3-4 years of job-related, retail banking experience or a combination of experience and commensurate training
  • Skills: Proven ability to build and foster relationships with clients, effective communication and interpersonal skills, thorough knowledge of bank and branch policies and procedures, and experience with digital products and services
About U.S. Bank

U.S. Bank is an equal opportunity employer committed to creating 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.

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