U.S. Bank

Client Relationship Consultant

U.S. Bank

full-time

Posted on:

Location Type: Office

Location: Omaha • Iowa • New York • United States

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Salary

💰 $20 - $23 per hour

About the role

  • Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually
  • Assess and attend to customers’ banking needs, obtaining and processing 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
  • Develop collaborative partnerships with branch team members and partners to best serve clients
  • Open new consumer and business accounts, complete service requests and submit credit applications
  • Proactively educate clients on emerging and self-service digital products and services

Requirements

  • High school diploma or equivalent
  • Typically has a minimum of one to two 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
  • Basic 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retail banking experiencecustomer serviceaccount information processingcredit application submissiondigital product knowledgeself-service technology demonstrationrecommendation skills
Soft Skills
relationship buildingproactive outreacheffective communicationinterpersonal skillscollaborationcustomer needs assessment
Certifications
high school diploma or equivalent