Client Relationship Consultant

Job Description

Client Relationship Consultant | U.S. Bank

The Tone:
This is a full-time role at U.S. Bank, located in a U.S. Bank branch. U.S. Bank is dedicated to empowering customers and businesses to make informed financial decisions, supporting community growth and success. This position is vital for building strong client relationships, offering expert counsel, and recommending financial solutions tailored to individual needs, all while embracing a digital-first approach to banking.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, U.S. Bank location
• Pay: $20.00 – $23.27 hourly
• Mission: Provide the best possible counsel to customers while adapting a digital-first mindset.

What You’ll Actually Do
• Relationship Building: Build and foster relationships with clients through proactive outreach, asking questions, and understanding their financial needs and banking channel preferences.
• Needs Identification: Identify and recommend solutions for new and existing clients based on their specific needs through effective engagement and communication.
• Digital Education: Proactively educate clients on emerging and self-service digital products and services to assist them in meeting their financial goals.
• Account Management: Open new consumer and business accounts, complete service requests, and accurately submit credit applications.
• Operational Excellence: Use available resources and technologies to optimize the client experience and serve clients with high operational excellence and accuracy.

The Must-Haves
• Background: High school diploma or equivalent, with a focus on retail banking or similar job-related fields.
• Experience: A minimum of one to two years of job-related experience in retail banking, or a combination of experience and commensurate training.
• Skills: National Mortgage Licensing System (NMLS) registration or the ability to obtain it; basic knowledge of consumer and business banking products and digital services; client relationship building; account opening and service processing; proven customer service and interpersonal skills.
• Bonus: Proven ability to build relationships through proactive outreach, experience using and demonstrating digital products and self-service technologies, and prior experience in the financial services industry.