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Client Engagement Specialist 3

2 months ago

Seattle, Washington, United States Us Bank Full time

About U.S. Bank

At U.S. Bank, we are dedicated to empowering our customers and the communities we serve. Our mission is to assist individuals and businesses in making informed financial choices, fostering growth and success. We value the unique potential of each team member and offer a diverse range of opportunities for personal and professional development from the very beginning of your career.

Position Overview

As a Client Relationship Consultant, you will cultivate strong connections with clients through various communication channels, including face-to-face interactions, scheduled appointments, and virtual engagements. Your role will focus on delivering exceptional guidance while embracing a digital-first approach. Trust is the foundation of our client relationships, and you will assess and address their banking requirements, manage customer and account information, and educate clients on our deposit and loan offerings, tailoring solutions to meet their individual goals.

Key Responsibilities
  • Develop and maintain client relationships through proactive outreach and follow-up.
  • Identify and recommend tailored solutions for both new and existing clients based on their specific needs.
  • Possess a comprehensive understanding of consumer and business banking products, including digital services.
  • Ensure a consistent and optimal client experience by welcoming clients and processing basic transactions.
  • Collaborate effectively with branch team members and partners to enhance client service.
  • Facilitate the opening of new consumer and business accounts, complete service requests, and process credit applications.
  • Proactively inform clients about emerging digital products and self-service options to better meet their financial needs.
  • Utilize available resources and technology to enhance the client experience and deliver operational excellence.
QualificationsBasic Requirements
  • High school diploma or equivalent.
  • Four to five years of experience in customer service.
  • Four to five years of sales experience.
Preferred Skills and Experience
  • Demonstrated ability to build and maintain client relationships through proactive engagement.
  • Strong communication skills for effective client interaction.
  • In-depth knowledge of banking policies, procedures, and support systems.
  • Comprehensive understanding of retail banking products and services.
  • Proven customer service and interpersonal skills.
  • Experience in sales campaigns and promotions.
  • Familiarity with digital products and self-service technologies.
  • Ability to identify and address clients' true needs with a digital-first mindset.
  • Advanced proficiency in making suitable recommendations for clients.
  • Experience in the financial services sector is preferred.

Benefits

Our benefits package is designed to support the well-being of our team members and their families, ensuring a balance between work and personal life. Benefits may include:

  • Healthcare options (medical, dental, vision).
  • Life insurance (basic and optional).
  • Short-term and long-term disability coverage.
  • Parental leave and pregnancy disability benefits.
  • 401(k) plan with employer contributions.
  • Paid vacation (two to five weeks based on tenure).
  • Up to 11 paid holidays annually.
  • Adoption assistance.
  • Sick and Safe Leave accruals.

Diversity and Inclusion

U.S. Bank is committed to fostering a diverse workforce and is an equal opportunity employer. We welcome all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

Compliance

This position requires registration with the National Mortgage Licensing System (NMLS) in accordance with the S.A.F.E. Act of 2008 and Regulation Z. You will undergo a registration process that includes a background and credit check.