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Client Relationship Specialist

2 months ago

Lexington, Kentucky, United States U.S. Bank Full time

About the Role

At U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Specialist, you will play a critical role in achieving this goal by providing personalized support and guidance to our customers.

Key Responsibilities

  • Build and Foster Relationships
    • Develop and maintain strong relationships with clients through proactive outreach and follow-up
    • Assess and attend to clients' banking needs, obtaining and processing client 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
  • Client Engagement
    • Engage clients via multiple channels, including in-person, by appointment, and virtually
    • Provide exceptional customer service and support to clients
  • Product and Service Knowledge
    • Maintain a working knowledge of consumer and business banking products and services, including digital products and services
    • Stay up-to-date on new and emerging products and services
  • Collaboration and Communication
    • Develop collaborative partnerships with branch team members and partners to best serve clients
    • Effectively communicate with clients and internal stakeholders
  • Operational Excellence
    • 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

Requirements

  • Education
    • High school diploma or equivalent
  • Experience
    • Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training
  • Skills
    • Proven ability to build and foster relationships with clients
    • Ability to effectively engage and communicate with clients
    • Basic 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

Benefits

  • 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 and E-Verify

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. 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.