Client Relationship Specialist

3 weeks ago


Connersville, Indiana, United States U.S. Bank Full time
Job Title: Client Relationship Consultant

At U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building and maintaining strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.

Key Responsibilities:
  • Build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and preferences.
  • Identify solutions for new and existing clients based on their needs, effectively engaging and communicating with clients to provide tailored recommendations.
  • Maintain a working knowledge of consumer and business banking products and services, including digital offerings, to provide a consistent optimal client experience.
  • Develop collaborative partnerships 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, leveraging available resources and technologies to optimize the client experience.
Requirements:
  • High school diploma or equivalent
  • Typically 5+ 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
  • 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:
  • Competitive compensation and benefits package
  • Opportunities for career growth and professional development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

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.



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