Client Relationship Manager

7 days ago


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

Job Summary:

As a Client Relationship Consultant at U.S. Bank, you will play a critical role in building and fostering strong relationships with our customers. You will engage with clients through multiple channels, including in-person, by appointment, and virtually, to provide expert counsel and adapt a digital-first mindset.

Key Responsibilities:

  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and preferences.
  • Product and Service Knowledge: Maintain a thorough knowledge of consumer and business banking products and services, including digital offerings.
  • Client Communication: Effectively engage and communicate with clients to identify solutions that meet their unique goals and needs.
  • Collaboration and Partnership: Develop collaborative partnerships with branch team members and partners to best serve clients.
  • Operational Excellence: Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

Requirements:

  • Education: High school diploma or equivalent.
  • Experience: Typically five or more years of job-related, retail banking experience or a combination of experience and commensurate training.

Preferred Skills:

  • Relationship Building: Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
  • Communication: Ability to effectively engage and communicate with clients.
  • Product Knowledge: Advanced knowledge of applicable bank and branch policies, procedures, and support systems.
  • Customer Service: Proven customer service and interpersonal skills.
  • Digital Literacy: Experience in using and demonstrating digital products and self-service technologies.

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