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Client Relationship Specialist

1 month ago

Canoga Park CA USA, United States U.S. Bank Full time
Job Description

At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.

Key Responsibilities:
  • Build and maintain 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
  • Develop collaborative partnerships with branch team members and partners to best serve clients
Requirements:
  • High school diploma or equivalent
  • Typically 3-4 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, and 401(k) and employer-funded retirement plan
  • Paid vacation and up to 11 paid holiday opportunities
  • Adoption assistance and sick and safe leave accruals

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.