Client Relationship Consultant
US Bank National Association
06.2011 - Current
- Assist customers with setting up new accounts, completing loan applications and signing up for new services.
- Conduct detailed financial reviews for clients to recommend appropriate products to fit clients needs.
- Work closely with management to strategize sales techniques to increase branch production and customer service.
- Enhance branch production by coaching employees, assist with training new hires, preparing office reports, auditing, and approving transactions.
- Conduct outbound phone calls daily to existing and potential clients.