U. S. Bank

ClientRelationshipConsultant2(Banker)

$0–0k Oxnard, California, United States FULL TIME Remote Friendly
The Brief

“Client Relationship Consultant 2 (Banker) at U. S. Bank. Skills: Client Relationship Building, Financial Counseling, Product Recommendation. Build relationships with customers. Provide financial counsel”

Industry & Context.

Eligibility Requirements

National Mortgage Licensing System (NMLS) registration required, Subject to criminal background and credit check, Must maintain satisfactory criminal and credit record

What They're Looking For.

Must Have

High school diploma or equivalent, Three to four years of job-related, retail banking experience or a combination of experience and commensurate training, National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z

Nice to Have

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

What You'll Do.

Build relationships with customers

Provide financial counsel

Assess customer banking needs

Process customer and account information

Recommend solutions based on customer goals

Proactively educate clients on digital products

Leverage resources and technologies

Open new consumer and business accounts

How You'll Work.

Team & Collaboration

Develop collaborative partnerships with branch team members and partners

Communication Scope

Engage and communicate with clients

Free ATS check

Applying for this Client Relationship Consultant 2 (Banker) role?

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