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Client Relationship Consultant 3 (Banker) Columbia TN Perimeter Place
Client Relationship Consultant 3 (Banker) Columbia TN Perimeter PlaceU.S. Bank • Columbia, TN, US
Client Relationship Consultant 3 (Banker) Columbia TN Perimeter Place

Client Relationship Consultant 3 (Banker) Columbia TN Perimeter Place

U.S. Bank • Columbia, TN, US
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Overview

Client Relationship Consultant 3 (Banker) — Columbia, TN Perimeter Place. As a U.S. Bank team member, you will help customers and businesses make better financial decisions by engaging with them through in-person, appointment-based, and virtual channels with a digital-first mindset. You will build and foster trusted relationships, assess banking needs, obtain and process customer information, and educate clients on deposit and loan products and services while recommending solutions aligned with each customer's goals.

You will also engage in proactive outreach and follow up, learn about clients' financial needs and channel preferences, and collaborate with branch team members to best serve clients. You will open new consumer and business accounts, process service requests, and submit credit applications. You will educate clients about emerging digital products and self-service options to meet their financial needs and utilize available resources and technologies to deliver an optimal client experience with accuracy and operational excellence.

Responsibilities

  • Build and foster client relationships through proactive outreach and follow-up, asking questions, and learning about financial needs and channel preferences.
  • Identify solutions for new and existing clients based on needs by effectively engaging and communicating.
  • Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • Provide a consistent, optimal client experience, including greeting clients and processing basic transactions.
  • Develop collaborative partnerships with branch team members and partners to best serve clients.
  • Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Educate clients on emerging and self-service digital products to assist with meeting financial needs.
  • Leverage resources and technologies to optimize the client experience and ensure operational excellence and accuracy.

Qualifications

Basic Qualifications

  • High school diploma or equivalent
  • Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
  • Preferred Skills / Experience

  • 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 preferred
  • Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

    E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $20.00 - $24.38

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted consistent with applicable local laws and regulations. Some positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and / or federal guidelines applicable to an agreement, such as ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

    Note : Posting may be closed earlier due to high volume of applicants.

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