Client Relationship Consultant 2 – Banker
| Company | U.S. Bank |
|---|---|
| Location | O’Fallon, MO, USA, St Peters, MO, USA, Lake St Louis, MO, USA, St Charles, MO, USA, St. Louis, MO, USA, Creve Coeur, MO, USA, Hazelwood, MO, USA |
| Salary | $20 – $24.75 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- 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
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training
- FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 or equivalent FINRA registrations
Responsibilities
- Build relationships with customers via multiple channels including in-person, by appointment, and virtually
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Demonstrate and educate clients on available deposit and loan products and services
- Recommend solutions based on each customer’s unique goals and needs
- Open new consumer and business accounts, complete service requests and submit credit applications
- Proactively educate clients on emerging and self-service digital products and services
- Leverage available resources and technologies to optimize the client experience
Preferred Qualifications
- 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 preferred