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Client Relationship Consultant

2 months ago

Madison, Wisconsin, United States U.S. Bank National Association Full time
About the Role

We are seeking a highly skilled Client Relationship Consultant to join our team at U.S. Bank National Association. As a Client Relationship Consultant, you will be responsible for building and fostering relationships with clients, providing exceptional customer service, and identifying solutions to meet their financial needs.

Key Responsibilities
  • Build and maintain strong relationships with clients through proactive outreach and follow-up
  • Assess and attend to clients' banking needs, obtaining and processing customer and account information
  • Demonstrate and educate clients on available deposit and loan products and services
  • Recommend solutions based on each client's unique goals and needs
  • 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
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
  • Proven ability to build and foster relationships with clients through proactive outreach and follow-up
  • Ability to effectively engage and communicate with clients
  • Advanced knowledge of applicable bank and branch policies, procedures, and support systems
  • Thorough knowledge of all retail products and services
  • Proven customer service and interpersonal skills
  • Experience in participating in sales campaigns/promotions
  • 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
  • Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
What We Offer
  • A comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension
  • A competitive salary range of $32.04
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development