Client Relationship Consultant

2 weeks ago


Rancho Palos Verdes, California, United States U.S. Bank Full time
Job Description

At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.

Key Responsibilities
  • Build and maintain strong relationships with clients through proactive outreach and follow-up
  • Assess and attend to clients' banking needs, obtaining and processing client and account information
  • Demonstrate and educate clients on available deposit and loan products and services
  • Recommend solutions based on each client's unique goals and needs
  • Develop collaborative partnerships with branch team members and partners to best serve clients
Requirements
  • High school diploma or equivalent
  • Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills
  • Proven ability to build and foster relationships with clients through proactive outreach and follow-up
  • Ability to effectively engage and communicate with clients
  • Thorough knowledge of applicable bank and branch policies, procedures, and support systems
  • Proven customer service and interpersonal skills
  • Experience with using and demonstrating digital products and self-service technologies


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