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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 long-lasting relationships with our clients. As a Client Relationship Specialist, you will play a critical role in achieving this goal by providing personalized support and guidance to our customers.
Key Responsibilities:
- Build and maintain strong relationships with clients through proactive outreach and follow-up
- Assess and address client needs by gathering and processing customer and account information
- Develop and recommend solutions based on each client's unique goals and objectives
- Stay up-to-date on consumer and business banking products and services, including digital offerings
- Provide a consistent, exceptional client experience through greeting, processing transactions, and resolving issues
- Collaborate with branch team members and partners to deliver seamless service
- Open new accounts, complete service requests, and submit credit applications
- Educate clients on emerging digital products and services to meet their financial needs
Requirements:
- High school diploma or equivalent
- 1-4 years of customer service experience
- 1-4 years of sales experience
- Basic knowledge of retail product philosophy, policy, procedures, documentation, and systems
- Basic knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Effective selling and referral skills
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- Experience in the financial services industry preferred
Benefits:
- Comprehensive benefits package, including health, dental, and vision insurance
- 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 and sick leave
- Up to 11 paid holiday opportunities
- Adoption assistance
U.S. Bank is an Equal Opportunity Employer:
We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.