Client Success Manager

🕒 6 days ago

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Logo of U.S. Bank

U.S. Bank

10,000+ employees

Founded 1863

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

U. S. Bank is a major financial services institution headquartered in the United States, providing a wide range of banking and financial products to individuals and businesses. The bank offers services in retail banking, corporate banking, wealth management, credit underwriting, and investment management. With a commitment to diversity, equity, and inclusion, U. S. Bank emphasizes the importance of culture and values, offering career growth opportunities and supporting the health and wellness of its employees. U. S. Bank engages with communities and provides educational resources to enhance financial literacy. As a member of the FDIC, it ensures the security of its deposit products, although investment and insurance products are not FDIC insured and may lose value.

📋 Description

• This exciting role will be a fit for a person who naturally has a desire to help and assist others in being successful • The role will be focused on managing a portfolio of new clients in their first 6 months as a customer of the bank • Your goal will be to grow spend volume and revenue above existing benchmark to maximize the return we see from each new customer • Responsibilities include training new customers on products and technology platforms, monitoring customer spends and behaviors for ongoing management and intervention to improve performance, working with various departments to source solutions to client assistance issues, work closely with sales team to strategize on non-responsive programs.

🎯 Requirements

• Bachelor's degree, or equivalent work experience • Seven to ten years of client support, Relationship management or sales experience • 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.

🏖️ 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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