Mortgage Branch Manager
U.S. Bank
Client Relationship Consultant 1-4, Banker
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Andover • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $21 per hour
Job Level
Junior
About the role
- Build relationships with customers, engaging via multiple channels including in-person, by appointment, and virtually
- Assess and attend to customers’ banking needs; obtain and process customer and account information
- Demonstrate and educate clients on available deposit and loan products and services; recommend solutions based on customer goals and needs
- Proactively reach out and follow up with clients; ask questions to learn financial needs and channel preferences
- Maintain working knowledge of consumer and business banking products and digital services
- Provide consistent optimal client experience, including greeting clients and processing basic transactions
- Develop collaborative partnerships with branch team members and partners
- 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
- Leverage resources and technologies to optimize client experience and serve clients with operational excellence and accuracy
- Role may require NMLS registration process and compliance, including criminal background and credit checks
Requirements
- High school diploma or equivalent
- Client Relationship Consultant 1: Typically 1-2 years of job-related, retail banking experience or a combination of experience and commensurate training
- Client Relationship Consultant 2: Typically 3-4 years of job-related, retail banking experience or a combination of experience and commensurate training
- Client Relationship Consultant 3: Typically 4-5 years of job-related, retail banking experience or a combination of experience and commensurate training
- Client Relationship Consultant 4: Typically 5+ 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
- Knowledge of applicable bank and branch policies, procedures and support systems (basic to advanced depending on level)
- 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
- Proficiency in making appropriate recommendations that meet customer’s needs
- Experience in the financial services industry preferred
- Experience participating in sales campaigns/promotions (preferred for higher levels)
- Position requires NMLS registration (S.A.F.E. Act) for mortgage-related duties, including criminal background and credit check
- Ability to comply with U.S. Bank policies, Code of Ethics and Business Conduct
- Subject to background checks consistent with local laws
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 (one hour for every 30 worked, up to 80 hours per calendar year)
- Incentive and recognition programs
- Equity stock purchase
- Employer 401(k) contribution and pension
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
retail banking experiencecustomer servicedigital productsself-service technologiesaccount managementcredit applicationstransaction processingsales campaignsfinancial needs assessmentrecommendation skills
Soft skills
relationship buildingproactive outreacheffective communicationinterpersonal skillscollaborationclient engagementproblem-solvingcustomer experience optimizationactive listeningadaptability
Certifications
NMLS registrationS.A.F.E. Act compliance
