US Bank - Cincinnati, OH
posted 16 days ago
About the position
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Responsibilities
- Build and foster relationships with clients through proactive outreach and follow up.
- Engage and communicate with clients to identify solutions based on their needs.
- Maintain knowledge of consumer and business banking products and services.
- Provide a consistent optimal client experience, including greeting clients and processing transactions.
- Develop collaborative partnerships with branch team members.
- Open new consumer and business accounts and complete service requests.
- Educate clients on emerging and self-service digital products and services.
- Leverage resources and technologies to optimize the client experience.
Requirements
- High school diploma or equivalent.
- Minimum of one to two years of job-related, retail banking experience for Client Relationship Consultant 1.
- Minimum of three to four years of job-related, retail banking experience for Client Relationship Consultant 2.
- Minimum of four to five years of job-related, retail banking experience for Client Relationship Consultant 3.
- Minimum of five or more years of job-related, retail banking experience for Client Relationship Consultant 4.
- Bilingual ability to read, write, and speak in business-level proficiency of the Spanish and English language (Route 4 Office Only).
- Bilingual ability to read, write, and speak in business-level proficiency of the Spanish OR Russian languages and English (Springdale Office Only).
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.
- 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 proficiency in making appropriate recommendations that meet customer's needs.
- 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
