U.S. Bank
Client Relationship Consultant 2 (Banker) - Bonney Lake, WA
U.S. Bank, Bonney Lake, Washington, United States, 98391
Client Relationship Consultant 2 (Banker) - Bonney Lake, WA
Join to apply for the Client Relationship Consultant 2 (Banker) role at U.S. Bank in Bonney Lake, WA.
Overview Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. They 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 based on each customer’s goals and needs.
Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and banking channel preferences.
Identify solutions for new and existing clients and engage with clients to meet their needs.
Maintain working knowledge of consumer and business banking products and services, including 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.
Educate clients on emerging and self-service digital products and services to assist with meeting financial needs.
Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
Qualifications Basic Qualifications
High school diploma or equivalent
Three to four years of customer service experience
Three to four years of sales experience
Preferred Skills/Experience
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 both reactively and proactively
Experience in the financial services industry preferred
Licensing This position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act and Regulation Z. The process includes a criminal background and credit check. Failure to meet or maintain registration requirements may result in an offer rescission or termination.
Benefits Our benefits and total rewards are designed to help you and your family thrive in and outside work. Benefits include (varies by role, location or hours):
Healthcare (medical, dental, vision)
Basic and optional life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation and up to 11 paid holidays
Adoption assistance
Sick and Safe Leave accruals
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Other Posting may be closed earlier due to high volume of applicants.
Location:
Bonney Lake, WA
#J-18808-Ljbffr
Overview Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. They 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 based on each customer’s goals and needs.
Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and banking channel preferences.
Identify solutions for new and existing clients and engage with clients to meet their needs.
Maintain working knowledge of consumer and business banking products and services, including 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.
Educate clients on emerging and self-service digital products and services to assist with meeting financial needs.
Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
Qualifications Basic Qualifications
High school diploma or equivalent
Three to four years of customer service experience
Three to four years of sales experience
Preferred Skills/Experience
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 both reactively and proactively
Experience in the financial services industry preferred
Licensing This position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act and Regulation Z. The process includes a criminal background and credit check. Failure to meet or maintain registration requirements may result in an offer rescission or termination.
Benefits Our benefits and total rewards are designed to help you and your family thrive in and outside work. Benefits include (varies by role, location or hours):
Healthcare (medical, dental, vision)
Basic and optional life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation and up to 11 paid holidays
Adoption assistance
Sick and Safe Leave accruals
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Other Posting may be closed earlier due to high volume of applicants.
Location:
Bonney Lake, WA
#J-18808-Ljbffr