U.S. Bank
Client Relationship Consultant 3 (Banker) - West Hills, CA
U.S. Bank, Baltimore, Maryland, United States, 21276
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. This role supports trust-based customer relationships by assessing banking needs, processing customer information, educating clients on deposit and loan products, and recommending solutions based on each customer’s goals. Join to apply for the
Client Relationship Consultant 3 (Banker) - West Hills, CA
role at
U.S. Bank . Responsibilities
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and channel preferences. Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintain a 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. Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy. Licensing, Compliance and Background
This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in rescission of offer or termination of employment. U.S. Bank may conduct background checks consistent with applicable laws and regulations. Basic Qualifications
High school diploma or equivalent Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training 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 Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience in participating in sales campaigns/promotions 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively Experience in the financial services industry preferred Job Details
Seniority level: Associate Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Banking 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 Additional Notes
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. E-Verify: U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program where applicable. Pay range: $22.69 - $30.24; salary may vary based on location and role. The salary range reflects the primary location listed. Other compensation and benefits may apply per eligibility. Posting may be closed earlier due to high volume of applicants.
#J-18808-Ljbffr
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. This role supports trust-based customer relationships by assessing banking needs, processing customer information, educating clients on deposit and loan products, and recommending solutions based on each customer’s goals. Join to apply for the
Client Relationship Consultant 3 (Banker) - West Hills, CA
role at
U.S. Bank . Responsibilities
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and channel preferences. Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintain a 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. Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy. Licensing, Compliance and Background
This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in rescission of offer or termination of employment. U.S. Bank may conduct background checks consistent with applicable laws and regulations. Basic Qualifications
High school diploma or equivalent Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training 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 Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience in participating in sales campaigns/promotions 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively Experience in the financial services industry preferred Job Details
Seniority level: Associate Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Banking 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 Additional Notes
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. E-Verify: U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program where applicable. Pay range: $22.69 - $30.24; salary may vary based on location and role. The salary range reflects the primary location listed. Other compensation and benefits may apply per eligibility. Posting may be closed earlier due to high volume of applicants.
#J-18808-Ljbffr