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Client Relationship Consultant, Level 2 - 4
U.S. BankClient Relationship Consultant handling customer banking needs through relationship building and digital engagement. Working with clients in both Chandler and Gilbert locations.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
retail banking experiencecustomer servicedigital products knowledgebank policies knowledgeaccount information processingloan products knowledgedeposit products knowledgeself-service technologies
Soft Skills
relationship buildingproactive outreacheffective communicationinterpersonal skillsclient engagementproblem-solvingadaptability
Certifications & Qualifications
high school diploma or equivalent
Industry Keywords
consumer bankingbusiness bankingclient experiencedigital first mindset
About the role
Key responsibilities & impact- Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually
- Provide counsel while adapting a digital first mindset
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Educate clients on available deposit and loan products and services
- Recommend solutions based on each customer’s unique goals and needs
- Foster relationships with clients through proactive outreach and follow up
- Maintain a working knowledge of consumer and business banking products and services including digital products and services
- Provide a consistent optimal client experience, including greeting clients and processing basic transactions
- Develop collaborative partnerships with branch team members and partners
Requirements
What you’ll need- High school diploma or equivalent
- Minimum one to two years of job-related, retail banking experience or a combination of experience and commensurate training
- 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
Benefits
Comp & perks- 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