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Client Relationship Specialist

2 months ago

Puyallup, Washington, 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 our customers. This involves engaging with them through various channels, including in-person, by appointment, and virtually, to provide expert counsel and adapt a digital-first mindset.

Key Responsibilities:

  • Build and maintain strong relationships with clients through proactive outreach and follow-up
  • Assess and attend to customers' 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 customer'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
  • 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 a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training

Preferred Skills/Experience:

  • 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
  • Demonstrated basic level of proficiency in making appropriate recommendations that meet customers' needs both reactively and proactively
  • Experience in the financial services industry preferred