U.S. Bank

Client Relationship Consultant, Banker

U.S. Bank

full-time

Posted on:

Location Type: Office

Location: Lexington • Kentucky • 🇺🇸 United States

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Salary

💰 $20 - $21 per hour

Job Level

Mid-LevelSenior

About the role

  • Build and foster relationships with customers through proactive outreach and follow up
  • Engage customers 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 and recommend solutions
  • Maintain a working knowledge of consumer and business banking products and digital products and services
  • Provide a 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 services
  • Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy
  • Position requires NMLS registration and compliance with related regulatory requirements

Requirements

  • High school diploma or equivalent
  • Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
  • National Mortgage Licensing System (NMLS) registration required under the S.A.F.E. Act of 2008 and Regulation Z
  • Subject to criminal background and credit check for NMLS registration
  • Must meet and maintain NMLS registration requirements (satisfactory criminal and credit record) or offer may be rescinded/termination may occur
  • 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
  • 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 basic level of proficiency in making appropriate recommendations that meet customer’s needs
  • Experience in the financial services industry preferred
  • Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct
  • Subject to background checks consistent with applicable local laws and federal regulations (FDIA, OFAC, SAFE Act, etc.)
  • U.S. Bank participates in E-Verify (work authorization verification)
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

Applicant Tracking System Keywords

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

Hard skills
banking productsloan productsaccount managementcustomer servicedigital productsself-service technologiescredit applicationstransaction processingretail banking experienceNMLS registration
Soft skills
relationship buildingproactive outreachcommunicationinterpersonal skillscollaborationcustomer engagementproblem-solvingrecommendation skillsclient experience optimizationneeds assessment
Certifications
National Mortgage Licensing System (NMLS)