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Client Engagement Specialist 3

2 months ago

Seattle, Washington, United States Us Bank Full time

At U.S. Bank, we are dedicated to excellence. Our mission is to assist customers and businesses in making informed financial choices while fostering community growth and success. We recognize that our collective ambition is realized through the unique potential of each individual. A career with U.S. Bank opens up a diverse array of opportunities for you to explore your strengths and passions from the very beginning.

Position Overview

Client Relationship Consultants are responsible for cultivating connections with clients through various channels, including face-to-face interactions, scheduled appointments, and virtual communications. This role emphasizes a digital-first approach to client engagement. Building strong client relationships is rooted in trust, understanding their banking requirements, and effectively processing customer and account information. Consultants will also demonstrate and educate clients on available deposit and loan products, tailoring recommendations to align with each client's specific objectives.

Responsibilities include:

  • Proactively reaching out to clients and following up to understand their financial needs and preferred banking channels.
  • Identifying tailored solutions for both new and existing clients through effective communication.
  • Maintaining comprehensive knowledge of consumer and business banking products, including digital offerings.
  • Ensuring a consistently exceptional client experience, which includes welcoming clients and handling basic transactions.
  • Collaborating with branch team members and partners to provide optimal service to clients.
  • Opening new consumer and business accounts, fulfilling service requests, and processing credit applications.
  • Educating clients on emerging digital products and self-service technologies to meet their financial needs.
  • Utilizing available resources and technology to enhance the client experience while ensuring operational excellence.

Requirements

Basic Qualifications
  • High school diploma or equivalent.
  • Four to five years of experience in customer service.
  • Four to five years of sales experience.
Preferred Skills and Experience
  • Demonstrated ability to establish and nurture client relationships through proactive engagement.
  • Strong communication skills to effectively interact with clients.
  • In-depth knowledge of bank policies, procedures, and support systems.
  • Comprehensive understanding of retail banking products and services.
  • Proven customer service and interpersonal skills.
  • Experience in sales campaigns and promotions.
  • Familiarity with digital products and self-service technologies.
  • Ability to assess and identify clients' true needs with a digital-first mindset.
  • Advanced proficiency in making suitable recommendations that address client needs.
  • Experience in the financial services sector is preferred.

Additional Information

U.S. Bank is committed to creating a diverse workforce and 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.

Benefits

Our benefits program is designed to support the overall well-being of our team members and their families. Benefits may include:

  • Healthcare options (medical, dental, vision).
  • Life insurance (basic and optional).
  • Short-term and long-term disability coverage.
  • Parental leave and pregnancy disability benefits.
  • 401(k) plan with employer contributions.
  • Paid vacation (varies based on tenure).
  • Paid holidays.
  • Adoption assistance.
  • Sick and Safe Leave accruals.