Client Relationship Specialist

1 month 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 helping our clients achieve their financial goals. As a Client Relationship Consultant, you'll play a critical role in building strong relationships with our customers, providing personalized guidance and support to help them navigate their financial needs.

Key Responsibilities
  • Build and maintain relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and preferences.
  • Identify solutions for new and existing clients based on their needs, effectively engaging and communicating with clients to provide tailored recommendations.
  • Maintain a working knowledge of consumer and business banking products and services, including digital offerings, to provide clients with optimal solutions.
  • Provide a consistent, exceptional 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.
Requirements
  • High school diploma or equivalent.
  • Typically 4-5 years of job-related, retail banking experience or a combination of experience and commensurate training.
  • 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.
What We Offer

At U.S. Bank, we're committed to providing a comprehensive benefits package, including competitive pay, opportunities for professional growth and development, and a supportive work environment. We're an equal opportunity employer and welcome applications from diverse candidates.



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