U.S. Bank
Client Relationship Consultant 1-4 (Banker) - Northwest Twin Cities
U.S. Bank, Osseo, Minnesota, United States, 55311
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, 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; learn about financial needs and channel preferences. Identify solutions for new and existing clients based on needs; engage and communicate effectively 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 to assist with meeting financial needs. Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy. Adhere to regulatory requirements, including NMLS registration where applicable, and comply with bank policies and procedures. Licensing and Regulatory
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements may result in a rescission of your offer or termination of employment. Basic Qualifications
High school diploma or equivalent Typically has a minimum of one to two 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 Basic 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 ability to make appropriate recommendations that meet customer’s needs both reactively and proactively Benefits
Healthcare (medical, dental, vision) Basic 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 and 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. Posting Notes
Posting may be closed earlier due to high volume of applicants.
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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, 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; learn about financial needs and channel preferences. Identify solutions for new and existing clients based on needs; engage and communicate effectively 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 to assist with meeting financial needs. Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy. Adhere to regulatory requirements, including NMLS registration where applicable, and comply with bank policies and procedures. Licensing and Regulatory
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements may result in a rescission of your offer or termination of employment. Basic Qualifications
High school diploma or equivalent Typically has a minimum of one to two 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 Basic 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 ability to make appropriate recommendations that meet customer’s needs both reactively and proactively Benefits
Healthcare (medical, dental, vision) Basic 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 and 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. Posting Notes
Posting may be closed earlier due to high volume of applicants.
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