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Client Relationship Specialist
2 months ago
About the Role
At U.S. Bank, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Specialist, you will play a key role in fostering these relationships and providing expert guidance to help our clients achieve their financial goals.
Key Responsibilities
- Build and maintain strong relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and preferences.
- Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
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/Experience
- 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.
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset.
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively.
- Experience in the financial services industry preferred.