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Float Client Relationship Consultant 4 (Banker) - Bend, OR
Float Client Relationship Consultant 4 (Banker) - Bend, ORU.S. Bank • Prineville, OR, US
Float Client Relationship Consultant 4 (Banker) - Bend, OR

Float Client Relationship Consultant 4 (Banker) - Bend, OR

U.S. Bank • Prineville, OR, US
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Float Client Relationship Consultant 4 (Banker) - Bend, OR

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and banking channel preferences.
  • Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
  • Maintains a working knowledge of consumer and business banking products and services including digital products and services.
  • Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
  • Develops collaborative partnerships with branch team members and partners to best serve clients.
  • Opens new consumer and business accounts, completes service requests and submits credit applications.
  • Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
  • Leverages available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
  • Assists with fulfilling licensing and compliance requirements as applicable (NMLS registration and related processes).

Basic Qualifications

  • High school diploma or equivalent
  • Typically has five or more 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
  • Advanced 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 ability to make appropriate recommendations that meet customer needs both reactively and proactively
  • Experience in the financial services industry preferred
  • Licensing and Compliance

    This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The application process includes a background and credit check. Failure to meet registration requirements may result in rescission of offer or termination of employment.

    Benefits

    Our benefits and total rewards consider employees' whole selves and are designed to help you and your family thrive. Benefits may vary by role, location or hours and include :

  • 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 (two to five weeks, depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals
  • 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. The actual range may differ by location. Besides base pay, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (eligibility requirements apply).

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

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