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Client Relationship Consultant 4 (Banker) - Montebello, CA
US Bank - Montebello, CA
posted about 2 months 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 solutions, and promoting digital banking products. The consultant plays a key role in enhancing the client experience by proactively engaging with clients, educating them on available services, 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 and communicate effectively with clients to assess their banking needs.
- 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 basic transactions.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- 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.
- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate 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.
- Advanced 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.
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
