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Client Relationship Consultant 4 (Banker) - Lake Geneva, WI
Client Relationship Consultant 4 (Banker) - Lake Geneva, WIU.S. Bank • Lake Geneva, WI, US
Client Relationship Consultant 4 (Banker) - Lake Geneva, WI

Client Relationship Consultant 4 (Banker) - Lake Geneva, WI

U.S. Bank • Lake Geneva, WI, US
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Overview

Client Relationship Consultant 4 (Banker) - Lake Geneva, WI at U.S. Bank. This role involves building relationships with customers by meeting face to face and engaging them to provide the best possible counsel. Responsibilities include assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. The role also includes originating and closing consumer loans, opening accounts, and opening and / or closing the branch.

Responsibilities

  • Build relationships with customers by meeting face to face and engaging them to provide appropriate financial counsel.
  • Assess and address customers' banking needs; obtain and process customer and account information.
  • Educate clients on available deposit and loan products and services; recommend financial solutions aligned with goals.
  • Originate and close consumer loans; open and / or close accounts; participate in branch operations as applicable.

Qualifications

Basic Qualifications

  • High school diploma or equivalent
  • Five or more years of customer service experience
  • Five or more years of sales experience
  • Preferred Skills / Experience

  • Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems
  • Advanced knowledge of all retail products and services
  • Proven customer service and interpersonal skills
  • Experience in participating in sales campaigns / promotions
  • Strong mathematical, problem-solving and negotiation skills
  • Strong verbal and written communication skills
  • Experience in the financial services industry preferred
  • Previous supervisory experience preferred
  • Experience as a banker, private client banker or universal banker is a plus
  • Licensing

    This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in offer rescission or termination.

    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 (2–5 weeks, depending on salary grade and tenure)
  • Up to 11 paid holidays
  • Adoption assistance
  • Sick and Safe Leave accruals (1 hour for every 30 hours 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.

    Compliance

    E-Verify : U.S. Bank participates in the E-Verify program in all facilities located in the United States and certain U.S. territories. Learn more about the E-Verify program.

    The salary range reflects figures based on the primary location listed first. Actual range may differ by location. In addition to salary, U.S. Bank offers a comprehensive benefits package. Pay Range : $20.87 - $27.84.

    U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks are conducted in accordance with applicable laws and regulations. Applicants must comply with company policies including the Code of Ethics and Business Conduct.

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

    Location and Job Details

  • Location : Lake Geneva, WI
  • Seniority level : Associate
  • Employment type : Full-time
  • Job function : Consulting, Information Technology, and Sales
  • Industry : Banking
  • Posting may be closed earlier due to high volume of applicants.

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