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Client Relationship Consultant

2 months ago

Salem, Oregon, 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 will play a critical role in building and maintaining strong relationships with our customers, providing personalized guidance and support to help them navigate their financial needs.

Key Responsibilities
  • Build and foster 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.
Requirements
  • High school diploma or equivalent.
  • Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training.
Preferred Skills and Experience
  • Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
  • Ability to effectively engage and communicate with clients.
  • Advanced 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

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:

  • 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.
Equal Employment Opportunity

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.