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Client Relationship Specialist

2 months ago

Milwaukee, Wisconsin, United States U.S. Bank Full time
About the Role

At U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Specialist, you will play a critical role in achieving this goal by providing personalized support and guidance to our customers.

Key Responsibilities
  • Build and Foster Relationships: Develop and maintain strong relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and banking preferences.
  • Identify Solutions: Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
  • Stay Up-to-Date on Products and Services: Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
  • Provide Exceptional Customer Service: Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
  • Collaborate with Branch Team Members: Develop collaborative partnerships with branch team members and partners to best serve clients.
  • Open New Accounts and Complete Service Requests: Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Stay Current on Emerging Digital Products and Services: Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
Requirements
  • High School Diploma or Equivalent: High school diploma or equivalent required.
  • Job-Related Experience: Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.
  • Preferred Skills: 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, and thorough knowledge of all retail products and services.
Benefits
  • Healthcare: Comprehensive healthcare package, including medical, dental, and vision coverage.
  • Basic Term and Optional Term Life Insurance: Basic term and optional term life insurance coverage.
  • Short-Term and Long-Term Disability: Short-term and long-term disability coverage.
  • Pregnancy Disability and Parental Leave: Pregnancy disability and parental leave benefits.
  • 401(k) and Employer-Funded Retirement Plan: 401(k) and employer-funded retirement plan.
  • Paid Vacation: Paid vacation time, ranging from two to five weeks depending on salary grade and tenure.
  • Up to 11 Paid Holiday Opportunities: Up to 11 paid holiday opportunities.
  • Adoption Assistance: Adoption assistance benefits.
  • Sick and Safe Leave Accruals: Sick and safe leave accruals of one hour for every 30 worked, up to 80 hours per calendar year, unless otherwise provided by law.