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Client Relationship – Usbank Jobs Near Me Coral Gables

    Website U.S Bank

    Position Title: Client Relationship

    Company: U.S Bank

    Location: Coral Gables, FL, US

    Job Description:

    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
    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.
    This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
    Basic Qualifications


    • High school diploma or equivalent
    • Three to four years of customer service experience
    • Three to four years of sales experience
    • Preferred Skills/ExperienceProven ability to build and foster relationships with clients through proactive outreach and follow up
    •  Ability to effectively engage and communicate with clients
    • Thorough 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


    • U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.
    • The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
    • Learn more about the.Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption.
    • For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.

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