Client Relationship Specialist

2 weeks ago

Westminster, Colorado, United States U.S. Bank Full time
Job Description

At U.S. Bank, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Consultant, you'll play a critical role in helping our customers achieve their financial goals and succeed in their personal and professional lives.

Key Responsibilities
  • Build 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 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.
  • Typically has a minimum four to five 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.
  • 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.
Benefits

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security, and give you peace of mind.

Our benefits include the following (some may vary based on role, location, or hours):

  • 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 (from two to five weeks depending on salary grade and tenure).
  • Up to 11 paid holiday opportunities.
  • Adoption assistance.
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

EEO is the Law. U.S. Bank 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, among other factors.

Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.

U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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