Float Client Relationship Consultant building relationships with customers through multiple channels at U.S. Bank. Providing counsel and solutions adapted to customer financial needs with a digital first mindset.
Responsibilities
Build relationships with customers through multiple channels including in-person, by appointment, and virtually
Provide counsel while adapting a digital first mindset
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Demonstrate and educate clients on available deposit and loan products and services
Recommend solutions based on each customer’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
Open new consumer and business accounts and complete service requests
Proactively educate clients on emerging and self-service digital products and services
Requirements
High school diploma or equivalent
Typically has five or more 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
Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
Demonstrated advanced 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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