Client Relationship Consultant 2

4 days ago


Moscow, Idaho, United States U.S. Bank Full time
Job Summary

At U.S. Bank, we're committed to delivering exceptional client experiences. As a Client Relationship Consultant, you'll build strong relationships with customers, engaging them through multiple channels to provide tailored counsel and adapt to a digital-first mindset.

Key Responsibilities
  • Establish and maintain trust with clients by assessing and addressing their banking needs, obtaining and processing customer and account information, and recommending solutions based on their unique goals and objectives.
  • Develop and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and banking channel preferences.
  • Identify solutions for new and existing clients by effectively engaging and communicating with them, leveraging a deep understanding of consumer and business banking products and services, including digital offerings.
  • Maintain a working knowledge of banking products and services, including digital solutions, to provide a consistent optimal client experience.
  • Collaborate with branch team members and partners to best serve clients, opening new accounts, completing service requests, and submitting 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 deliver operational excellence and accuracy.
Requirements
  • High school diploma or equivalent.
  • Typically 3-4 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.
  • Proven customer service and interpersonal skills.
  • 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 basic level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.
  • Experience in the financial services industry preferred.
Benefits
  • Comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


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