Client Relationship Consultant – Banker
| Company | U.S. Bank |
|---|---|
| Location | Tacoma, WA, USA, Auburn, WA, USA, Puyallup, WA, USA |
| Salary | $20.77 – $27.69 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level, Senior |
Requirements
- High school diploma or equivalent
- Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training for Client Relationship Consultant 1
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training for Client Relationship Consultant 2
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training for Client Relationship Consultant 3
- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training for Client Relationship Consultant 4
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Responsibilities
- Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Educate clients on available deposit and loan products and services
- Recommend financial solutions based on each customer’s unique goals and needs
- Originate and close consumer loans
- Open accounts
- Open and/or close the branch
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
- Basic knowledge of applicable bank and branch policies, procedures and support systems for Client Relationship Consultant 1
- Thorough knowledge of applicable bank and branch policies, procedures and support systems for Client Relationship Consultant 2 and 3
- Thorough knowledge of all retail products and services for Client Relationship Consultant 3 and 4
- 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 for Client Relationship Consultant 1 and 2
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively for Client Relationship Consultant 3 and 4
- Experience in the financial services industry preferred
- Experience in participating in sales campaigns/promotions for Client Relationship Consultant 3 and 4
- Previous supervisory experience preferred for Client Relationship Consultant 4