U.S. Bank
Client Relationship Consultant 2 (Banker) - MT-Missoula Southside
U.S. Bank, Missoula, Montana, us, 59812
Overview
Client Relationship Consultant 2 (Banker) – MT-Missoula Southside. Build relationships with customers through in-person, by appointment, and virtual channels to provide counsel, adapt a digital-first mindset, and help customers meet their financial goals. At U.S. Bank, we strive to help customers and businesses make better financial decisions and support community growth. This role emphasizes proactive client outreach, knowledge of banking products, and delivering an exceptional client experience. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, 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 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. Leverage available resources and technologies to optimize the client experience with operational excellence and accuracy. Qualifications
Basic Qualifications
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 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 & Compliance
This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements may result in offer rescission or termination of employment. 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 EEO & Compliance
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. Additional Information
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system. Learn more about the E-Verify program. Pay Range: $20.00 - $20.91. The salary range reflects figures based on the primary location listed first and may differ by location. The role includes a comprehensive benefits package and eligibility-based programs. Posting may be closed earlier due to high volume of applicants.
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Client Relationship Consultant 2 (Banker) – MT-Missoula Southside. Build relationships with customers through in-person, by appointment, and virtual channels to provide counsel, adapt a digital-first mindset, and help customers meet their financial goals. At U.S. Bank, we strive to help customers and businesses make better financial decisions and support community growth. This role emphasizes proactive client outreach, knowledge of banking products, and delivering an exceptional client experience. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, 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 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. Leverage available resources and technologies to optimize the client experience with operational excellence and accuracy. Qualifications
Basic Qualifications
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 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 & Compliance
This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements may result in offer rescission or termination of employment. 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 EEO & Compliance
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. Additional Information
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system. Learn more about the E-Verify program. Pay Range: $20.00 - $20.91. The salary range reflects figures based on the primary location listed first and may differ by location. The role includes a comprehensive benefits package and eligibility-based programs. Posting may be closed earlier due to high volume of applicants.
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