Apply on Employer Site

U.S. Bank · 4 hours ago

Client Success Manager

United States

Full-time

Remote

Mid, Senior Level

$86K/yr - $102K/yr

7+ years exp

U.S. Bank is on a journey to help customers and businesses make smarter financial decisions. The Client Success Manager role focuses on managing new clients, training them on products, and maximizing revenue and performance through effective relationship management.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate decisions on how to boost client performance

Build strong partnerships and alignment with internal stakeholders

Develops strategic client plans

Maintain organized pipeline within client management platform

Be able to learn technology platforms and be competent in training others in using it

Have a comfort in being able to meet a performance/ revenue goal

Qualification

Client support experienceRelationship managementSales experienceAnalytical skillsBank productsProblem-solving skillsConsultative adviceBusiness developmentWritten communicationVerbal presentation

Required

Bachelor's degree, or equivalent work experience

Seven to ten years of client support, Relationship management or sales experience

Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate decisions on how to boost client performance

Build strong partnerships and alignment with internal stakeholders

Develops strategic client plans

Maintain organized pipeline within client management platform

Be able to learn technology platforms and be competent in training others in using it

Have a comfort in being able to meet a performance/ revenue goal

Preferred

Are currently in sales or have a desire and skill set suited for a sales role

Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate referrals

Strong sales, relationship management and business development abilities

Knowledge of Credit Card or Commercial card products and services

Broad knowledge of bank products and services that result in successfully capitalizing on all opportunities to expand relationships and sales of bank's products

Strong analytical and problem-solving skills Ability to work effectively with individuals, groups, and vendors across the company to manage customer relationship

Well-developed written communication and verbal presentation skills is a must