Client Relationship Specialist

4 days ago


Portland, Oregon, United States U.S. Bank Full time
About the Role

At U.S. Bank, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Specialist, you will play a critical role in meeting face-to-face with customers, understanding their financial needs, and providing personalized solutions to help them achieve their goals.

Key Responsibilities
  • Build and Maintain Client Relationships: Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions to meet their goals.
  • Assess and Address Customer Needs: Conduct thorough assessments of customer needs, identifying opportunities to provide additional products and services that meet their financial goals.
  • Originate and Close Loans: Originate and close consumer loans, ensuring that customers receive the best possible financial solutions.
  • Open and Close Accounts: Open and close customer accounts, ensuring that all necessary documentation is completed and accurate.
  • Stay Up-to-Date on Products and Services: Stay current on all retail products and services, including deposit and loan products, to provide customers with the best possible solutions.
Requirements
  • High School Diploma or Equivalent: A high school diploma or equivalent is required for this role.
  • Customer Service Experience: One to three years of customer service experience is preferred.
  • Sales Experience: One to three years of sales experience is preferred.
  • Basic Knowledge of Retail Products: Basic knowledge of retail products and services is required.
  • Strong Communication Skills: Strong verbal and written communication skills are essential for this role.
Benefits

As a Client Relationship Specialist at U.S. Bank, you will be eligible for a comprehensive benefits package, including:

  • Healthcare: Medical, dental, and vision insurance.
  • Basic Term and Optional Term Life Insurance: Basic term and optional term life insurance.
  • Short-Term and Long-Term Disability: Short-term and long-term disability insurance.
  • Pregnancy Disability and Parental Leave: Pregnancy disability and parental leave.
  • 401(k) and Employer-Funded Retirement Plan: 401(k) and employer-funded retirement plan.
  • Paid Vacation: Paid vacation time.
  • Up to 11 Paid Holiday Opportunities: Up to 11 paid holiday opportunities.
  • Adoption Assistance: Adoption assistance.
  • Sick and Safe Leave Accruals: Sick and safe leave accruals.


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