U. S. Bank
ClientRelationshipConsultant2(Banker)
“Client Relationship Consultant 2 (Banker) at U. S. Bank. Skills: Client Relationship Building, Financial Needs Assessment, Digital Product Education. Build relationships with customers. Provide financial counsel”
What You'll Achieve.
Make better and smarter financial decisions; Grow and succeed communities
Industry & Context.
Identify solutions for new and existing clients
National Mortgage Licensing System (NMLS) registration, Criminal background check, Credit check
What They're Looking For.
Must Have
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, 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 and attend to customer needs
Process customer and account information
Recommend solutions based on customer goals
Proactively outreach to clients
Open new consumer and business accounts
Complete service requests
Submit credit applications
Educate clients on digital products
How You'll Work.
Team & Collaboration
Develop collaborative partnerships with branch team members and partners
Communication Scope
Effectively engage and communicate with clients
Applying for this Client Relationship Consultant 2 (Banker) role?
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