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Client Relationship Consultant 3/(Banker) - Bexley Office
Client Relationship Consultant 3/(Banker) - Bexley OfficeU.S. Bank • Columbus, OH, US
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Client Relationship Consultant 3 / (Banker) - Bexley Office

Client Relationship Consultant 3 / (Banker) - Bexley Office

U.S. Bank • Columbus, OH, US
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Join to apply for the Client Relationship Consultant 3 / (Banker) - Bexley Office role at U.S. Bank

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

Job Description

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. They work to establish trust, assess and address customers' banking needs, obtain and process customer and account information, and educate clients on available deposit and loan products and services, recommending solutions based on each customer's goals and needs. They also develop proactive outreach and follow-up with clients, maintain knowledge of consumer and business banking products and services (including digital products), open new consumer and business accounts, process basic transactions, and collaborate with branch team members to best serve clients. They educate clients on emerging digital products and self-service options to meet financial needs and leverage available resources 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. The required registration process includes a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements may result in an offer rescission or termination of employment.

Basic Qualifications

  • High school diploma or equivalent
  • Four to five years of customer service experience
  • Four to five years of sales experience

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. Pay Range : $20.00 - $26.39

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws and industry regulations. 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.

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

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    Client Relationship Consultant • Columbus, OH, US

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