Client Relationship Consultant

2 weeks ago


Los Angeles, California, United States U.S. Bank National Association Full time
Job Description

Job Title: Client Relationship Consultant

Job Summary:

As a Client Relationship Consultant at U.S. Bank National Association, you will play a critical role in building and maintaining strong relationships with our customers. You will engage with clients through multiple channels, including in-person, by appointment, and virtually, to provide expert counsel and adapt a digital-first mindset.

Key Responsibilities:

  • Build and foster relationships with clients through proactive outreach and follow-up
  • Assess and attend to customers' 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 customer'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
  • 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 four to five years of job-related, retail banking experience or a combination of experience and commensurate training

Preferred Skills/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
  • 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
  • Experience in the financial services industry preferred

Benefits:

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.

Some of the benefits we offer include:

  • 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

Equal Opportunity Employer:

U.S. Bank National Association 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, among other factors.

E-Verify:

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.



  • Los Angeles, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...


  • Los Angeles, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Consultant, you'll play a key role in achieving this goal by providing personalized support and guidance to our customers.Key ResponsibilitiesBuild and Foster Relationships: Develop and...


  • Los Angeles, California, United States Banner Bank Full time

    About UsBanner Bank is a leading financial institution with a rich history of serving businesses and individuals. Our core values of listen, learn, and help have guided us for over 130 years, and we take pride in our commitment to excellence.Job SummaryWe are seeking a Client Relationship Consultant to join our team. As a key member of our branch locations,...


  • Los Angeles, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses succeed. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to achieve their financial goals.Key ResponsibilitiesBuild and maintain relationships with clients through...


  • Los Angeles, California, United States Banner Bank Full time

    About the RoleWe are seeking a highly skilled Client Relationship Consultant to join our team at Banner Bank. As a Client Relationship Consultant, you will be responsible for providing exceptional client service while engaging in sales and service activities at branch locations.Key ResponsibilitiesOpen accounts and assist with processing Banker...


  • Los Angeles, California, United States Banner Bank Full time

    Client Relationship Consultant RoleBanner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service and engage in sales and service activities at branch locations. As a key member of our team, you will be responsible for opening accounts, assisting with processing Banker transactions, cross-selling Bank products and...


  • Los Angeles, California, United States U.S. Bank Full time

    Job Title: Client Relationship ConsultantAt U.S. Bank, we're committed to delivering exceptional customer experiences and helping our clients achieve their financial goals.Job Summary:We're seeking a highly skilled Client Relationship Consultant to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong...


  • Los Angeles, California, United States Neiman Marcus Group Full time

    Client Relationship Specialist - Gifts & Home (Part-time)At Neiman Marcus Group, we prioritize building meaningful connections with our clientele, emphasizing compassion in every interaction. Our commitment to innovation and inclusivity shapes our vision for Transforming Luxury Experiences. Our esteemed brands encompass Neiman Marcus and Bergdorf...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    Job DescriptionWe are seeking a highly skilled Institutional Client Relationship Manager to join our team at Virtus Investment Partners. As a key member of our institutional sales and consultant relations teams, you will be responsible for providing exceptional client service and communication to our institutional clients.Key ResponsibilitiesCollaborate with...


  • Los Angeles, California, United States Infosys Limited Digital Full time

    About the Role:Infosys Limited Digital is seeking a highly skilled Senior Client Relationship Manager to lead our Financial Services business development efforts. As a key member of our team, you will be responsible for managing client relationships, building a portfolio of up to $30-40M, and owning the opportunity management cycle from prospect to close.Key...


  • Los Angeles, California, United States International Search Consultants Full time

    At International Search Consultants, we are seeking a highly motivated and detail-oriented Senior Client Relationship Manager to join our team. This individual will be responsible for managing client relationships, coordinating quarterly meetings, and providing exceptional customer service.Key Responsibilities:Coordinate client meetings and prepare...


  • Los Angeles, California, United States Capital Group Full time

    Unlock Your Potential as a Consultant Relationship Specialist at Capital GroupAs a Consultant Relationship Specialist at Capital Group, you will be the face of our Institutional Investment Services to the largest institutional Consultants and OCIOs. Your exceptional communication skills and ability to synthesize complex information will enable you to present...


  • Los Angeles, California, United States Capital Group Full time

    Capital Group Consultant Relationship SpecialistAs a Consultant Relationship Specialist at Capital Group, you will play a critical role in representing our Institutional Investment Services to the largest institutional Consultants and OCIOs. Your expertise in gathering information from various sources, synthesizing it, and presenting it in a concise and...


  • Los Angeles, California, United States Third Bridge Full time

    Job OverviewThird Bridge is a market-leading investment research firm that provides integrated solutions for top investors and business leaders. We're seeking a highly motivated and detail-oriented Associate to join our Consulting Clients team. As an Associate, you will work closely with our clients to deliver high-quality research and support their...


  • Los Angeles, California, United States Maxwon LLC Full time

    Job Title: Client Relationship ManagerAt Maxwon LLC, we are seeking a skilled Client Relationship Manager to oversee client interactions and ensure long-term satisfaction.Key Responsibilities:Establish and build new client relationships using provided client contacts.Oversee client interactions and ensure long-term satisfaction.Address and resolve client...


  • Los Angeles, California, United States The Party Staff Full time

    Client Relationship SpecialistThe Party Staff, Inc. is seeking a dynamic Client Relationship Specialist to drive sales growth and meet internal quotas. The successful candidate will be responsible for developing and executing sales strategies to generate new business and build strong relationships with clients.Key Responsibilities:Develop and execute sales...


  • Los Angeles, California, United States Maxwon LLC Full time

    Job Description:Maxwon LLC is seeking a highly motivated and results-driven Client Relationship Manager to join our team. In this role, you will be responsible for establishing and maintaining strong relationships with clients, ensuring their satisfaction, and driving business growth.This is a 100% commission-based role with compensation that is well above...


  • Los Angeles, California, United States Maxwon LLC Full time

    Maxwon LLC is seeking a driven and ambitious Client Relationship Manager to establish new client relationships and ensure client satisfaction.This is a 100% commission-based role with compensation well above the industry average, ideal for individuals eager to earn based on their performance.Key Responsibilities:Establish and build new client relationships...


  • Los Angeles, California, United States Maxwon LLC Full time

    Job Description:Maxwon LLC is seeking a skilled Client Relationship Manager to establish and maintain strong client relationships, ensuring client satisfaction and driving business growth.This is a 100% commission-based role with compensation above industry average, ideal for individuals who thrive in performance-driven environments.Key...


  • Los Angeles, California, United States The Party Staff Full time

    About UsThe Party Staff, Inc. is a leading provider of temporary staffing solutions for the hospitality industry.We specialize in delivering highly skilled and reliable staff to ensure exceptional service for events, hotels, schools, hospitals, and other hospitality venues and corporate dining.We are committed to fostering strong relationships with our...