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Client Relationship Specialists

2 months ago

San Bruno, 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 channel preferences.
  • Identify Solutions: Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
  • Maintain Product Knowledge: Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
  • Provide Exceptional Service: Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
  • Collaborate with Branch Team Members: Develop collaborative partnerships with branch team members and partners to best serve clients.
  • Open New Accounts: Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Proactively Educate Clients: 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
  • Typically 4-5 Years of Job-Related, Retail Banking Experience
  • Proven Ability to Build and Foster Relationships
  • 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
Benefits
  • Healthcare (Medical, Dental, Vision)
  • 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 (2-5 Weeks Depending on Salary Grade and Tenure)
  • Up to 11 Paid Holiday Opportunities
  • Adoption Assistance
  • Sick and Safe Leave Accruals of 1 Hour for Every 30 Worked, Up to 80 Hours per Calendar Year