U. S. Bank
ClientRelationshipConsultant2(Banker)
“Client Relationship Consultant 2 (Banker) at U. S. Bank. Skills: Client Relationship Building, Financial Counseling, Product Knowledge. Build relationships with customers. Assess and attend to customers’ banking needs”
Industry & Context.
Must be able to comply with U. S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
What They're Looking For.
Must Have
High school diploma or equivalent, National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z, Satisfactory criminal and credit record
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
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Demonstrate and educate clients on products and services
Recommend solutions based on customer goals
Proactively educate clients on digital products
Leverage resources and technologies
Greet clients and process basic transactions
Open new consumer and business accounts
Complete service requests
Submit credit applications
How You'll Work.
Team & Collaboration
Develop collaborative partnerships with branch team members and partners
Communication Scope
Engage and communicate with clients
Applying for this Client Relationship Consultant 2 (Banker) role?
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