Client Relationship Consultant 1

U.S. Bank
Irvine, CA
Category Administration
Job Description
Client Relationship Consultants build relationships with customers, engaging them via multiple channels to provide the best possible counsel. They assess and attend to customers’ banking needs, obtain and process customer and account information, and recommend solutions based on each customer’s unique goals and needs.

Requirements

  • High school diploma or equivalent
  • Typically has a minimum of 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
  • Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
  • 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
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