U. S. Bank

Financial Services

FloatClientRelationshipConsultant4(Banker)

$0–0k Camarillo, California, United States FULL TIME
The Brief

“Float Client Relationship Consultant 4 (Banker) at U. S. Bank. Skills: Client Relationship Building, Financial Product Knowledge, Customer Service. Build relationships with customers. Engage customers via multiple channels”

Industry & Context.

Financial Services
Eligibility Requirements

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

What They're Looking For.

Must Have

High school diploma or equivalent, Five or more 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, 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, Advanced 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 banking 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

Process basic transactions

Develop partnerships with team members

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 to best serve clients.

Communication Scope

Effectively engage and communicate with clients

Free ATS check

Applying for this Float Client Relationship Consultant 4 (Banker) role?

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