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Client Relationship Specialist

2 months ago

Madison, Wisconsin, United States U.S. Bank Full time

About the Role

At U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Specialist, you'll play a key role in building and maintaining strong relationships with our clients, providing personalized support and guidance to help them achieve their financial goals.

Key Responsibilities

  • Build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and preferences.
  • Identify solutions for new and existing clients based on their needs, effectively engaging and communicating with clients to provide tailored recommendations.
  • Maintain a working knowledge of consumer and business banking products and services, including digital offerings, to provide clients with expert advice and support.
  • Provide a consistent, optimal client experience, including greeting clients and processing basic transactions, to ensure seamless interactions.
  • Develop collaborative partnerships with branch team members and partners to best serve clients and drive business growth.
  • Open new consumer and business accounts, complete service requests, and submit credit applications to meet client needs.
  • 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 clients with operational excellence and accuracy.

Requirements

  • High school diploma or equivalent
  • Three to four years of customer service experience
  • Three to four years of sales experience

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
  • 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 needs both reactively and proactively
  • Experience in the financial services industry preferred