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US Bank - Delano, CA
posted about 1 month ago
About the position
The Client Relationship Consultant at U.S. Bank is responsible for building and maintaining strong relationships with customers through various channels, including in-person, virtual, and by appointment. This role focuses on understanding and addressing customers' banking needs, providing tailored financial advice, and promoting the bank's products and services. The consultant is expected to leverage a digital-first mindset to enhance the client experience and ensure operational excellence.
Responsibilities
- Build and foster relationships with clients through proactive outreach and follow-up.
- Engage with customers to assess their banking needs and provide tailored solutions.
- Maintain a working knowledge of consumer and business banking products and services.
- Provide a consistent optimal client experience, including greeting clients and processing transactions.
- Open new consumer and business accounts and complete service requests.
- Educate clients on emerging digital products and services to meet their financial needs.
- Collaborate with branch team members to best serve clients.
- Leverage available resources and technologies to optimize the client experience.
Requirements
- High school diploma or equivalent.
- Minimum three to four years of job-related retail banking experience or a combination of experience and training.
- Bilingual in English and Spanish or Tagalog.
Nice-to-haves
- 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.
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
