Float Client Relationship Consultant 3-4 – Banker
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Sun City • Arizona • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $26 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
- Assess and attend to customers’ banking needs, obtaining and processing customer and account information
- Demonstrate and educate clients on available deposit and loan products and services
- Recommend solutions based on each customer’s unique goals and needs
- Maintain a working knowledge of consumer and business banking products and services including digital products and services
- Process basic transactions
- Open new consumer and business accounts, complete service requests and submit credit applications
- Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs
- Collaborate with branch team members to best serve clients
Requirements
- High school diploma or equivalent
- Typically has a minimum four to five 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
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- 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 advanced 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
retail banking experiencecustomer servicesales campaignsdigital productsself-service technologiesaccount managementtransaction processingcredit applicationsfinancial needs assessmentproduct recommendations
Soft skills
relationship buildingcommunicationinterpersonal skillsproactive outreachcollaborationcustomer engagementproblem-solvingneeds identificationeducationclient service
Certifications
high school diploma or equivalent