Client Relationship Consultant

2 weeks ago

Yuba City, California, United States U.S. Bank Full time
Job Description

At U.S. Bank, we're committed to helping our customers and businesses succeed. 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 achieve their financial goals.

Key Responsibilities:
  • Build and maintain relationships with clients through proactive outreach and follow-up
  • Assess and attend to clients' banking needs, obtaining and processing customer 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
  • 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
Requirements:
  • High school diploma or equivalent
  • Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
  • 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
  • Thorough knowledge of all retail products and services
  • Proven customer service and interpersonal skills
  • Experience in participating in sales campaigns/promotions
  • 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 advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
Benefits:
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

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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