Client Relationship Specialist

2 weeks ago


Denver, Colorado, United States U.S. Bank Full time
About the Role

As a Client Relationship Consultant at U.S. Bank, you will play a vital role in building and fostering strong relationships with our customers. Your primary responsibility will be to engage with clients through various channels, including in-person, by appointment, and virtually, to provide them with expert counsel and adapt to a digital-first mindset.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with clients by proactively reaching out and following up with them, asking questions, and learning about their financial needs and banking preferences.
  • Solution Identification: Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with them.
  • Product Knowledge: Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
  • Client Experience: Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
  • Collaboration: Develop collaborative partnerships with branch team members and partners to best serve clients.
  • Account Management: Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Digital Education: Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
  • Operational Excellence: Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
Requirements
  • Education: High school diploma or equivalent.
  • Experience: Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
  • 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, proven customer service and interpersonal skills, experience with using and demonstrating digital products and self-service technologies, ability to explore and identify a customer's true needs while leveraging a digital-first mindset, and demonstrated basic level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.


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