Client Relationship Consultant 2 - Banker - Westchester IL

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 customer engagement and ensure a consistent, optimal client experience.

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, including digital offerings.
• 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 self-service technologies.
• Collaborate with branch team members to best serve clients.
• Process customer and account information accurately.

Requirements

• High school diploma or equivalent.
• Minimum three to four years of job-related retail banking experience or a combination of experience and training.

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