CX Insights Consultant - WCIB

U.S. Bancorp
Minneapolis, Atlanta, Chicago, Charlotte, Los Angeles
Workplace: HybridFull timeUSD 105,400 - 124,000Function: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Storytelling","Stakeholder influence","Analytical skills"]

Drive and execute customer experience (CX) insight strategies for Wealth Management by combining research, analytics, and client/employee feedback into actionable recommendations. Lead resolution of high-impact client pain points via the Enterprise Continuous Improvement Initiative, define and track CX metrics such as CSAT, and synthesize quantitative and qualitative data. Partner with cross-functional teams to implement and scale measurable experience improvements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

CX Insights Consultant - WCIB

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Last checked: 3 hours agoStatus: Live

Job Summary

Drive and execute customer experience (CX) insight strategies for Wealth Management by combining research, analytics, and client/employee feedback into actionable recommendations. Lead resolution of high-impact client pain points via the Enterprise Continuous Improvement Initiative, define and track CX metrics such as CSAT, and synthesize quantitative and qualitative data. Partner with cross-functional teams to implement and scale measurable experience improvements.
Location: Minneapolis, Atlanta, Chicago, Charlotte, Los Angeles
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Lead development and execution of CX insight strategies for Wealth Management, integrating research, analytics, and feedback.
  • •Manage and advance Wealth Management client experience pain points through the Enterprise Continuous Improvement Initiative (ECII) with business leaders.
  • •Partner with Wealth Management leadership to shape priorities and influence decisions with actionable recommendations and execution.
  • •Define and track key CX metrics (e.g., CSAT) to monitor performance, measure impact, and identify trends.
  • •Collaborate cross-functionally (research, analytics, product, operations, digital) to implement and scale experience improvements using journey/persona approaches.

Pay and Benefits

Salary: USD 105,400 - 124,000
Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityParental LeavePaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Typically 10 or more years of related experience.
  • •Experience in customer experience, insights, analytics, or business strategy.
  • •Ability to translate data and research into clear, actionable insights that drive business outcomes.
  • •Proficiency with research and analytics tools (e.g., Qualtrics, Quantum Metric) and business applications such as PowerPoint and Excel.
Experience:10+ yearsBankingWealth managementFinancial services
Education:Bachelor's
Skills:CommunicationPresentationStorytellingStakeholder influenceAnalytical skills
Tech Stack:QualtricsQuantum MetricPowerPointExcel

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
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