Client Relationship Specialist

3 weeks ago


Cannon Beach, Oregon, United States U.S. Bank Full time
Job Summary

U.S. Bank is seeking a skilled Client Relationship Specialist to join our team. As a Client Relationship Specialist, you will be responsible for building and maintaining strong relationships with our customers, providing them with exceptional service and support to meet their financial needs.

Key Responsibilities
  • Client Relationship Building
    • Develop and maintain relationships with customers to understand their financial needs and goals.
    • Provide personalized service and support to customers to meet their financial needs.
  • Financial Solutions
    • Identify and recommend financial solutions to customers based on their needs and goals.
    • Assist customers with opening new accounts, completing service requests, and submitting credit applications.
  • Product Knowledge
    • Develop and maintain a working knowledge of consumer and business banking products and services, including digital products and services.
    • Provide customers with information and education on available products and services.
  • Collaboration and Communication
    • Collaborate with branch team members and partners to provide exceptional customer service.
    • Communicate effectively with customers to understand their needs and provide solutions.
Requirements
  • Education
    • High school diploma or equivalent.
  • Experience
    • Typically has a minimum three to four 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 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.
Benefits
  • Healthcare
    • Medical, dental, and vision insurance.
  • Financial Security
    • Basic term and optional term life insurance.
    • Short-term and long-term disability.
    • Pregnancy disability and parental leave.
  • Retirement
    • 401(k) and employer-funded retirement plan.
  • Time Off
    • Paid vacation (from two to five weeks depending on salary grade and tenure).
    • Up to 11 paid holiday opportunities.


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