U.S. Bank

Client Relationship Consultant, Banker

U.S. Bank

full-time

Posted on:

Location Type: Office

Location: Columbus, OH • Ohio • 🇺🇸 United States

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Salary

💰 $20 per hour

Job Level

Mid-LevelSenior

About the role

  • Build relationships with customers in-person, by appointment, and virtually to provide counsel
  • Assess and attend to customers’ banking needs; obtain and process customer and account information
  • Demonstrate and educate clients on deposit and loan products and services; recommend solutions
  • Proactively outreach and follow up with clients; ask questions and learn about financial needs and channel preferences
  • Maintain working knowledge of consumer and business banking products and services including digital products
  • Provide consistent optimal client experience, 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 services
  • Leverage resources and technologies to optimize client experience and serve with operational excellence and accuracy
  • NMLS registration process required, including criminal background and credit check

Requirements

  • High school diploma or equivalent
  • Client Relationship Consultant 1: Typically 1-2 years of job-related, retail banking experience or combination of experience and commensurate training
  • Client Relationship Consultant 2: Typically 3-4 years of job-related, retail banking experience or combination of experience and commensurate training
  • Client Relationship Consultant 3: Typically 4-5 years of job-related, retail banking experience or combination of experience and commensurate training
  • Client Relationship Consultant 4: Typically 5+ years of job-related, retail banking experience or 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)
  • 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 recommendations that meet customer’s needs
  • Experience in the financial services industry preferred
  • NMLS registration required (mortgage licensing) and subject to criminal background and credit check
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
  • Incentive and recognition programs
  • Equity stock purchase 401(k) contribution and pension (subject to eligibility)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
retail banking experiencecustomer serviceaccount managementcredit applicationsfinancial needs assessmentdigital productsself-service technologiestransaction processingclient educationrecommendation skills
Soft skills
relationship buildingproactive outreacheffective communicationinterpersonal skillscollaborationproblem-solvingcustomer engagementclient experience optimizationneeds identificationservice excellence
Certifications
NMLS registration