Client Relationship Consultant, Banker
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: La Crosse • Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $20 per hour
Job Level
Junior
About the role
- Build relationships with customers in-person, by appointment, and virtually to provide counsel and financial solutions
- 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 and recommend solutions
- Proactively outreach and follow up with clients to learn financial needs and channel preferences
- Maintain working knowledge of consumer and business banking products and digital products and services
- Provide consistent optimal client experience, including greeting clients and processing basic transactions
- Develop collaborative partnerships with branch team members and partners to best serve clients
- Open new consumer and business accounts, complete service requests, and submit credit applications
- Proactively educate clients on emerging and self-service digital products and leverage resources and technologies to optimize the client experience
- Role requires NMLS registration process (criminal background and credit check) for mortgage activities
Requirements
- High school diploma or equivalent
- Typically 1-2 years (Client Relationship Consultant 1) to 5+ years (Client Relationship Consultant 4) 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 to advanced knowledge of applicable bank and branch policies, procedures and support systems (varies by level)
- 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 proficiency in making appropriate product recommendations
- Experience in participating in sales campaigns/promotions (preferred for higher levels)
- Experience in the financial services industry preferred
- Must obtain and maintain National Mortgage Licensing System (NMLS) registration (SAFE Act/Regulation Z) — subject to criminal background and credit check
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
banking productsloan productsaccount managementcustomer servicesales campaignsdigital productsself-service technologiesproduct recommendationsNMLS registrationfinancial solutions
Soft skills
relationship buildingproactive outreachcommunicationinterpersonal skillscollaborationclient engagementproblem-solvingcustomer needs assessmentclient experience optimizationteam partnership
Certifications
National Mortgage Licensing System (NMLS)