Client Relationship Consultant
4 weeks ago
At US Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing personalized guidance and support to help them achieve their financial goals.
Key Responsibilities:
- Engage with clients through multiple channels, including in-person, by appointment, and virtually, to provide tailored advice and solutions.
- Assess and attend to clients' banking needs, obtaining and processing customer and account information to identify opportunities for growth and improvement.
- Demonstrate and educate clients on available deposit and loan products and services, recommending solutions based on their unique goals and needs.
- Build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and banking channel preferences.
- Maintain a working knowledge of consumer and business banking products and services, including digital products and services, to provide a consistent optimal client experience.
Requirements:
- High school diploma or equivalent.
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
- 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.
Benefits:
- 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, and up to 11 paid holiday opportunities.
US Bank is an Equal Opportunity Employer
We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.
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