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Peak Client Relationship Specialist

2 months ago

Orem, Utah, United States U.S. Bank Full time

Job Summary

U.S. Bank is seeking a skilled Client Relationship Specialist to join our team. As a key member of our organization, you will be responsible for building and fostering relationships with clients through proactive outreach and follow-up. Your goal will be to understand their financial needs and preferences, and to provide personalized solutions to meet their goals.

Key Responsibilities

  • Develop and maintain strong relationships with clients through regular communication and follow-up
  • Conduct needs assessments to understand clients' financial goals and preferences
  • Provide personalized solutions to meet clients' needs, including product recommendations and sales
  • Accurately complete teller transactions, including deposits, account maintenance, withdrawals, transfers, and balancing cash drawers
  • Actively develop new business and expand existing client relationships

Requirements

  • High school diploma or equivalent
  • Typically one year of related banking experience or commensurate training in sales and customer service
  • Some knowledge of retail product philosophy, policy, procedures, documentation, and systems
  • Effective selling and referral skills
  • Proven customer service and interpersonal skills
  • Strong mathematical, problem-solving, and negotiation skills
  • Effective verbal and written communication skills

Benefits

  • Comprehensive benefits package, including health, dental, and vision insurance
  • 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 and sick leave
  • Adoption assistance

EEO Statement

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.