Financial Consulting Director overseeing professionals assisting clients with financial planning and investment options. Responsible for developing strategies to achieve clients' financial goals.
About the role
- Functions as the primary daily contact for commercial banking customers at U.S. Bank. Maintains customer relationships, identifies needs, and provides support services.
Responsibilities
- Functions as the primary daily contact between commercial banking customers and U.S. Bank
- Maintains and expands the relationship with customers by providing overall customer support services
- Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship
- Identifies products and services that meet customers needs
- Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures
Requirements
- Associate's degree, or equivalent work experience
- Three to five years of experience in financial services industry
- Excellent verbal, written, and interpersonal communication skills
- Outstanding customer service and problem resolution skills
- Proficient computer skills, especially Microsoft office applications
- Experience with department-specific systems
- Advanced knowledge of departmental and bank products and services
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
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