U. S. Bank
FloatClientRelationshipConsultant3
“Float Client Relationship Consultant 3 at U. S. Bank. Skills: Client relationship building, Financial counseling, Sales, Customer service. Build relationships with customers. Assess customer banking needs”
Industry & Context.
Requires 2 or more hours of driving per week, Subject to NMLS registration process, Criminal background and credit check
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, 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, Bilingual Spanish and English
What You'll Do.
Build relationships with customers
Assess customer banking needs
Process customer and account information
Educate clients on products and services
Recommend financial solutions
Originate and close consumer loans
Open and/or close the branch
Travel to defined branch clusters
Cover traditional branches and in-store locations
How You'll Work.
Communication Scope
Engage and communicate with clients
Applying for this Float Client Relationship Consultant 3 role?
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