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Client Relationship Specialist

2 months ago


Big Bear Lake, California, United States U.S. Bank Full time

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 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
  • One to three years of customer service experience
  • One to three years of sales experience
  • Proven ability to build and foster relationships with clients through proactive outreach and follow-up
  • Ability to effectively engage and communicate with clients
  • Basic 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 customer's needs both reactively and proactively
  • Experience in the financial services industry preferred

Benefits

  • Comprehensive benefits package, including healthcare, 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, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals
  • Opportunity to work with a diverse and inclusive team
  • Professional development and growth opportunities

About U.S. Bank

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.