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Client Relationship Specialist

2 months ago

Portland, Oregon, United States U.S. Bank Full time
About the Role

At U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Consultant, you will play a critical role in achieving this goal by providing personalized support and guidance to our customers.

Key Responsibilities
  • Build and Foster Relationships: Develop and maintain strong relationships with clients through proactive outreach and follow-up, ensuring their banking needs are met and exceeded.
  • Assess and Address Client Needs: Identify and address client needs by gathering and processing customer and account information, recommending solutions based on their unique goals and objectives.
  • Stay Up-to-Date on Products and Services: Maintain a working knowledge of consumer and business banking products and services, including digital offerings, to provide clients with informed guidance and support.
  • Collaborate with Branch Team Members: Work closely with branch team members and partners to ensure seamless client experiences and achieve business objectives.
  • Meet Sales and Service Goals: Meet or exceed sales and service goals by opening new accounts, completing service requests, and submitting credit applications in a timely and efficient manner.
Requirements
  • High School Diploma or Equivalent: A high school diploma or equivalent is required for this role.
  • Job-Related Experience: Typically, 4-5 years of job-related, retail banking experience or a combination of experience and commensurate training is required.
Preferred Qualifications
  • Proven Relationship-Building Skills: Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
  • Effective Communication Skills: Ability to effectively engage and communicate with clients to understand their needs and provide tailored solutions.
  • Knowledge of Bank Policies and Procedures: Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • Knowledge of Retail Products and Services: Thorough knowledge of all retail products and services, including digital offerings.
  • Customer Service and Interpersonal Skills: Proven customer service and interpersonal skills, with the ability to work effectively in a team environment.
  • Experience with Sales Campaigns: Experience in participating in sales campaigns and promotions.
  • Experience with Digital Products and Services: Experience with using and demonstrating digital products and self-service technologies.
  • Ability to Identify Client Needs: Ability to explore and identify a client's true needs while leveraging a digital-first mindset.
  • Recommendation Skills: Demonstrated advanced level of proficiency in making appropriate recommendations that meet client needs both reactively and proactively.
Benefits
  • Healthcare: Comprehensive healthcare coverage, including medical, dental, and vision benefits.
  • Basic and Optional Life Insurance: Basic term and optional term life insurance coverage.
  • Short-Term and Long-Term Disability: Short-term and long-term disability coverage.
  • Pregnancy Disability and Parental Leave: Pregnancy disability and parental leave benefits.
  • 401(k) and Employer-Funded Retirement Plan: 401(k) and employer-funded retirement plan.
  • Paid Vacation: Paid vacation time, ranging from two to five weeks depending on salary grade and tenure.
  • Up to 11 Paid Holiday Opportunities: Up to 11 paid holiday opportunities.
  • Adoption Assistance: Adoption assistance benefits.
  • Sick and Safe Leave Accruals: Sick and safe leave accruals of one hour for every 30 worked, up to 80 hours per calendar year, unless otherwise provided by law.