ICG Relationship Support Banker
| Company | U.S. Bank |
|---|---|
| Location | Irvine, CA, USA, Carson, CA, USA |
| Salary | $29.23 – $38.94 |
| Type | Full-Time |
| Degrees | Associate’s |
| Experience Level | Mid Level, Senior |
Requirements
- Associate’s degree, or equivalent work experience
- Five or more years of experience in financial services industry
Responsibilities
- Working with Relationship Managers, Portfolio Managers, product partners, and compliance team to provide primary support for ICG Banking activities and regulatory compliance administration functions
- Coordinates sales support activities to include pre-call planning and Customer Relationship Management (CRM) system maintenance and updates
- Performs research in support of operations and marketing activities focused on client/prospect, industry, market, geography, and other RM-specified data
- Understands ICG business and bank departments, products, and services to recognize cross-selling opportunities
- Responds to customer account inquiries and routes to the appropriate support team(s) for resolution
- May prepare for audits and ensure that procedures are being followed
- Ensures that there are appropriate records of due diligence during the sales process
- Supports and ensures compliance of daily credit decisions required of the RMs/PMs relating to overdrafts, daylight overdrafts, and ACH file suspensions
Preferred Qualifications
- Excellent verbal, written, and interpersonal communication skills
- Excellent customer service skills
- Strong analytical skills
- Strong organizational and time management skills
- Ability to manage multiple tasks/projects meeting all deadlines
- Strong problem resolution skills
- Proficient computer skills, especially Microsoft Office/PowerPoint applications
- Experience with department-specific systems
- Knowledge of departmental and bank products and services
- Versatility with learning bank lending/loan systems