US Bank - Inglewood, CA
posted about 1 month ago
Full-time - Entry Level
Inglewood, CA
Credit Intermediation and Related Activities
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 solutions, and promoting digital products and services. The consultant plays a key role in enhancing the client experience by proactively engaging with clients, processing transactions, and collaborating with branch team members to ensure optimal service delivery.
Responsibilities
- Build and foster relationships with clients through proactive outreach and follow-up.
- Engage with customers via multiple channels to assess their banking needs.
- Obtain and process customer and account information accurately.
- Demonstrate and educate clients on available deposit and loan products and services.
- Recommend solutions based on each customer's unique goals and needs.
- Open new consumer and business accounts and complete service requests.
- Submit credit applications and process basic transactions.
- Educate clients on emerging and self-service digital products and services.
- Leverage available resources and technologies to optimize the client experience.
Requirements
- High school diploma or equivalent.
- Four to five years of customer service experience.
- Four to five years of sales experience.
- Bilingual ability to read, write, and speak in business proficiency of Spanish and English.
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.
- 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.
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
