Client Relationship Consultant

2 weeks ago

Big Bear Lake, California, United States U.S. Bank National Association Full time
Job Description

At U.S. Bank National Association, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building and maintaining strong relationships with our clients, providing them with expert guidance and support to help them achieve their financial goals.

Key Responsibilities:

  • Build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and banking channel preferences.
  • Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
  • 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.
  • One to three years of customer service experience.
  • One to three years of sales experience.

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.
  • Basic 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 customer's needs both reactively and proactively.
  • Experience in the financial services industry preferred.

Benefits:

Our comprehensive benefits package includes healthcare, basic term and optional term life insurance, short-term and long-term disability, pregnancy disability and parental leave, 401(k) and employer-funded retirement plan, paid vacation, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals.

Equal Opportunity Employer:

U.S. Bank National Association 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.

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