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U.S. Bank · 1 day ago

Client Relationship Consultant 3 - Burnsville Lunds & Byerlys

Burnsville, MN

Full-time

Onsite

Mid Level

$21.25/hr - $28.32/hr

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The Client Relationship Consultant 3 role focuses on building strong relationships with clients, assessing their banking needs, and recommending suitable financial products and services while ensuring an optimal client experience.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences

Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients

Maintains a working knowledge of consumer and business banking products and services including digital products and services

Provides a consistent optimal client experience, including greeting clients and processing basic transactions

Develops collaborative partnerships with branch team members and partners to best serve clients

Opens new consumer and business accounts, completes service requests and submits credit applications

Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs

Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

Qualification

Client relationship managementBanking product knowledgeNMLS registrationDigital product educationProactive outreachCommunication skillsTeam collaboration