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Client Relationship Consultant

2 months ago

Corona, California, United States U.S. Bank Full time
About the Role

We are seeking a highly skilled Client Relationship Consultant to join our team at U.S. Bank. As a key member of our organization, you will be responsible for building and fostering strong relationships with our customers, providing them with exceptional service and support.

Key Responsibilities
  • Build and maintain relationships with customers through proactive outreach and follow-up, asking questions and learning about their financial needs and banking channel preferences.
  • Identify solutions for new and existing customers based on their needs by effectively engaging and communicating with them.
  • 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 and 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 customers' needs both reactively and proactively.
Benefits

We offer a comprehensive benefits package, including:

  • 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.