Client Relationship Consultant
3 weeks ago
We are seeking a skilled Client Relationship Consultant to join our team at U.S. Bank. As a Client Relationship Consultant, you will be responsible for building and fostering relationships with clients, engaging them through multiple channels, and providing exceptional counsel while adapting a digital-first mindset.
Key Responsibilities- Build and maintain strong client relationships 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
- High school diploma or equivalent
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
- 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
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- 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 advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security, and give you peace of mind.
Our benefits include the following:
- 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
We are 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, among other factors.
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