Client Relationship Consultant 2 – OSU Advisory Center
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Corvallis • Oregon • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $23 per hour
Job Level
Mid-LevelSenior
About the role
- Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually
- Assessing and attending to customers’ banking needs and processing customer and account information
- Demonstrating and educating clients on available deposit and loan products and services
- Recommending solutions based on each customer’s unique goals and needs
- Identifying solutions for new and existing clients based on their needs by effectively engaging and communicating with clients
- Maintaining a working knowledge of consumer and business banking products and services including digital products and services
- Providing a consistent optimal client experience, including greeting clients and processing basic transactions
- Developing collaborative partnerships with branch team members and partners to best serve clients
- Opening new consumer and business accounts, completing service requests and submitting credit applications
- Proactively educating clients on emerging and self-service digital products and services
Requirements
- High school diploma or equivalent
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
- Proven 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
- Bilingual English and Spanish encouraged to apply
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
retail banking experiencecustomer serviceaccount managementcredit applicationsdigital productsself-service technologiesbank policiesbank proceduresfinancial services experience
Soft skills
relationship buildingcommunicationinterpersonal skillsproactive outreachclient engagementcollaborationproblem-solvingrecommendation skillscustomer needs assessment
Certifications
high school diploma or equivalent