Client Relationship Consultant

4 days ago

Dayton, Ohio, United States U.S. Bank Full time

About the Role

As a Client Relationship Consultant at U.S. Bank, you will play a critical role in building and fostering relationships with clients through proactive outreach and follow-up. Your primary responsibility will be to engage with customers via multiple channels, including in-person, by appointment, and virtually, to provide exceptional counsel and adapt a digital-first mindset.

Key Responsibilities

  • Build and maintain strong client relationships based on trust, assessing and attending to customers' banking needs, and demonstrating and educating clients on available deposit and loan products and services.
  • Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
  • Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
  • Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
  • Develop collaborative partnerships with branch team members and partners to best serve clients.
  • Open new consumer and business accounts, complete service requests, and submit credit applications.
  • 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 our clients with operational excellence and accuracy.

Requirements

  • High school diploma or equivalent.
  • Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training.

Preferred Skills/Experience

  • Advanced knowledge of retail product philosophy, policy, procedures, documentation, and systems.
  • Advanced knowledge of all retail products and services.
  • Proven customer service and interpersonal skills.
  • Experience in participating in sales campaigns/promotions.
  • Strong mathematical, problem-solving, and negotiation skills.
  • Strong verbal and written communication skills.
  • Experience in the financial services industry preferred.
  • Previous supervisory experience preferred.

Benefits

  • Healthcare (medical, dental, vision).
  • 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 (from two to five weeks depending on salary grade and tenure).
  • Up to 11 paid holiday opportunities.
  • Adoption assistance.
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

EEO is the Law

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, among other factors.

E-Verify

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.

Pay Range

$32.04

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