Client Relationship Consultant engaging customers across channels at U.S. Bank. Build relationships and provide banking services while adapting to digital-first mindset.
Responsibilities
Build relationships with customers via multiple channels to provide banking counsel
Assess and attend to customers’ banking needs, processing account information
Educate clients on deposit and loan products
Foster relationships through proactive outreach and follow up
Maintain knowledge of consumer and business banking products
Provide a consistent optimal client experience
Open new consumer and business accounts and complete service requests
Educate clients on self-service digital products and services
Leverage resources to optimize the client experience and operational excellence
Requirements
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
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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