U. S. Bank
ClientRelationshipConsultant3
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Relationship Consultant 3 at U. S. Bank. Skills: Client Relationship Building, Financial Counseling, Product Recommendation. Build relationships with customers. Engage customers via multiple channels”
Industry & Context.
Identify solutions for new and existing clients; Explore and identify a customer’s true needs; Making appropriate recommendations
National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z, Subject to required registration process, including criminal background and credit check, Failure to meet or maintain NMLS registration requirements may result in termination
What They're Looking For.
Must Have
High school diploma or equivalent, Typically has a minimum four to five 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, Thorough knowledge of all retail products and services, Proven customer service and interpersonal skills, Experience in participating in sales campaigns/promotions, 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 advanced 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
Engage customers via multiple channels
Provide financial counsel
Assess and attend to customer needs
Obtain and process customer information
Demonstrate and educate clients on products
Recommend solutions based on goals
Proactively outreach and follow up
Identify solutions for clients
Maintain knowledge of banking products
Provide optimal client experience
Process basic transactions
Complete service requests
Submit credit applications
Educate clients on digital products
Leverage resources and technologies
Serve clients with operational excellence
How You'll Work.
Team & Collaboration
Develop collaborative partnerships with branch team members and partners
Communication Scope
Effectively engage and communicate with clients
Full Job Description
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. ## **_Job Description_** 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. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
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