Client Relationship Consultant, Banker
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Ogden • Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $21 per hour
Job Level
Junior
About the role
- Build relationships with customers by meeting face to face and engaging them when they need counsel
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Educate clients on available deposit and loan products and services
- Recommend financial solutions based on each customer’s unique goals and needs
- Originate and close consumer loans
- Open and close accounts and the branch
Requirements
- High school diploma or equivalent
- Typically has a minimum of one to two 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
- Basic 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
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
consumer loansaccount managementfinancial solutionsbanking procedurescustomer account processing
Soft skills
relationship buildingcustomer servicecommunicationproactive outreachinterpersonal skills
Certifications
high school diploma