Client Relationship Consultant
1 week ago
About the Role
At U.S. Bank, we're on a journey to deliver exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building and fostering relationships with our customers, providing them with personalized counsel and adapting to their evolving needs. You'll be the face of our bank, working closely with customers to understand their financial goals and objectives, and recommending solutions that meet their unique needs.
Key Responsibilities
- Build and maintain strong relationships with customers 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 four to five years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
- Bilingual Spanish/English
- 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
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- 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 advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred
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