Float Client Relationship Consultant 4 – Banker
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Bend • Oregon • 🇺🇸 United States
Visit company websiteSalary
💰 $23 - $30 per hour
Job Level
Mid-LevelSenior
About the role
- Build relationships with customers through 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
- Proactively educate clients on emerging and self-service digital products and services
- Develop collaborative partnerships with branch team members and partners
- Open new consumer and business accounts, complete service requests, and submit credit applications
- Provide a consistent optimal client experience including greeting clients and processing basic transactions
- Maintain a working knowledge of consumer and business banking products and services including digital products and services
Requirements
- High school diploma or equivalent
- Typically has five or more 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
- Advanced 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
banking productsloan productsdigital productsself-service technologiescustomer account processingcredit applicationsservice requestsretail banking experiencesales campaignscustomer service
Soft skills
relationship buildingcommunicationinterpersonal skillsproactive outreachclient engagementcollaborationcustomer needs assessmentrecommendation skillsclient experiencefollow up
Certifications
high school diploma