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Client Relationship Consultant 3 (Banker) Lexington KY Richmond Rd
Client Relationship Consultant 3 (Banker) Lexington KY Richmond RdU.S. Bank • Lexington, KY, US
Client Relationship Consultant 3 (Banker) Lexington KY Richmond Rd

Client Relationship Consultant 3 (Banker) Lexington KY Richmond Rd

U.S. Bank • Lexington, KY, US
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Overview

At U.S. Bank, we're on a journey to do our best. Helping customers and businesses make better financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to discover what makes you thrive at every stage of your career—from Day One.

Job Description

Client Relationship Consultants build relationships with customers, engaging them via in-person, by appointment, and virtual channels to provide the best possible counsel with a digital-first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, and educating clients on available deposits and loan products and services. They recommend solutions based on each customer's goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow-up, asking questions and learning about financial needs and banking channel preferences. Identifies solutions for new and existing clients by engaging and communicating effectively. Maintains knowledge of consumer and business banking products and services, including digital offerings. 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 meet financial needs. Leverages available resources and technologies to optimize the client experience with operational excellence and accuracy.

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

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 needs both reactively and proactively
  • Experience in the financial services industry preferred
  • If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

    Benefits

    Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. Benefits are designed to help you and your family boost health, protect financial security, and provide peace of mind. Benefits may vary based on role, location or hours.

  • 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 and considers 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.

    Regulatory and Compliance

    E-Verify : U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in locations where required. Learn more about the E-Verify program.

    The salary range reflects figures based on the primary location listed first. Actual range may differ based on location. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity, stock purchase, 401(k) contributions and pension where eligible.

    Posting may close earlier due to high volume of applicants.

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