Client Relationship Specialist
2 weeks ago
At U.S. Bank, we're committed to delivering exceptional customer experiences and helping our clients achieve their financial goals.
Job Summary:We're seeking a highly skilled Client Relationship Consultant to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our clients, providing personalized financial solutions, and delivering exceptional customer service.
Key Responsibilities:- Build and maintain strong relationships with clients through proactive outreach and follow-up
- Assess and attend to clients' banking needs, obtaining and processing customer and account information
- Demonstrate and educate clients on available deposit and loan products and services
- Recommend solutions based on each client's unique goals and needs
- 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
- High school diploma or equivalent
- Typically has a minimum three to four 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's needs both reactively and proactively
- Experience in the financial services industry preferred
We offer a comprehensive benefits package, including healthcare, 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, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals.
We are 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.
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