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Client Relationship Specialist
2 months ago
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 the financial needs of our customers by providing personalized guidance and support.
Key Responsibilities
- Build and maintain strong relationships with customers through face-to-face interactions and proactive engagement.
- Assess and address customer banking needs, providing tailored solutions and recommendations.
- Originate and close consumer loans, open accounts, and manage branch operations.
- Stay up-to-date on retail product philosophy, policy, procedures, documentation, and systems.
- Participate in sales campaigns and promotions to drive business growth.
Requirements
- High school diploma or equivalent.
- One to three years of customer service experience.
- One to three years of sales experience.
- Basic knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Effective selling and referral skills.
- Strong mathematical, problem-solving, and negotiation skills.
- Strong verbal and written communication skills.
Preferred Qualifications
- Thorough knowledge of retail product philosophy, policy, procedures, documentation, and systems.
- Thorough knowledge of all retail products and services.
- Experience in participating in sales campaigns and promotions.
- Previous supervisory experience.
What We Offer
- A 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.
- A diverse and inclusive work environment.
- Opportunities for professional growth and development.
EEO and E-Verify
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. 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.
