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Client Relationship Consultant

2 months ago

San Marcos, California, United States U.S. Bank Full time
About the Role

At U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Consultant, you will play a critical role in achieving this goal by providing personalized support and guidance to our customers.

Key Responsibilities
  • Build and Foster Relationships: Develop and maintain strong relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and banking preferences.
  • Identify Solutions: Effectively engage and communicate with clients to identify solutions for their banking needs, leveraging your knowledge of consumer and business banking products and services.
  • Provide Exceptional Service: Deliver a consistent optimal client experience, including greeting clients and processing basic transactions, while maintaining a working knowledge of digital products and services.
  • Collaborate with Branch Team Members: Develop collaborative partnerships with branch team members and partners to best serve clients and meet their financial needs.
  • Stay Up-to-Date on Industry Developments: 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: Required
  • 5+ Years of Job-Related Experience: Typically required
  • Proven Ability to Build Relationships: Demonstrated ability to build and foster relationships with clients through proactive outreach and follow-up
  • Effective Communication Skills: Ability to effectively engage and communicate with clients
  • Knowledge of Banking Products and Services: Thorough knowledge of all retail products and services
Benefits

At U.S. Bank, we offer a comprehensive benefits package that includes:

  • Healthcare: Medical, dental, and vision coverage
  • Basic and Optional Life Insurance: Term life insurance and optional term life insurance
  • Short-Term and Long-Term Disability: Disability coverage
  • Pregnancy Disability and Parental Leave: Leave policies for new parents
  • 401(k) and Employer-Funded Retirement Plan: Retirement savings plan
  • Paid Vacation: Paid time off for relaxation and rejuvenation
  • Up to 11 Paid Holiday Opportunities: Celebrate holidays with us
  • Adoption Assistance: Support for growing your family
  • Sick and Safe Leave: Accrue hours for illness or injury