Search jobs > Madison, WI > Client relationship

Client Relationship Consultant 2 (Banker) - East Towne Madison, WI

US Bank
Madison, Wisconsin, US
$24,01 an hour
Full-time

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.

We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.

S. Bank gives you a wide, ever-growing range of 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.

Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.

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 our clients 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 of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

  • High school diploma or equivalent
  • Three to four years of customer service experience
  • Three to four 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
  • Proven customer service and interpersonal skills
  • 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 basic level of proficiency in making appropriate recommendations that meet customer’s 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 ourdisability 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.

That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Our benefits include the following (some 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

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

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 theE-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 - $21.83 - $24.01Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need.

Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

J-18808-Ljbffr

3 days ago
Related jobs
Promoted
HealthEcareers - Client
Madison, Wisconsin

Family Medicine physician opportunity is located at our Madison East Clinic, and offers the opportunity to join our professional & cordial team of quality & mission-driven physicians & advanced practitioners. Madison, Wisconsin's state capital has a population of 269,000 and consistently ranks as on...

Promoted
Signet Jewelers
Madison, Wisconsin

Do you thrive on building personal relationships that will last a lifetime? Join our team today to help our customers celebrate life and express love!. Seasonal sales support to assist with consistent delivery of excellent customer service, operational standards, and compliance in all areas of opera...

Promoted
HealthEcareers - Client
Madison, Wisconsin

The MICU service is a teaching service, affording one the opportunity to work with interns/residents from the University of Wisconsin-Madison. Mary's Hospital, a 440-bed tertiary care and referral center, is an award-winning facility and has been serving the growing region of South Central Wisconsin...

JD Group
Madison, Wisconsin

Performs sales and customer service tasks by performing the following duties. Holiday, Back-to-School), will work for long periods throughout a 1 – 12 hour day. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ...

Promoted
HealthEcareers - Client
Madison, Wisconsin

SSM Health Dean Medical Group, a multi-specialty group headquartered in Madison, WI, is adding a full time Hematologist/Oncologist. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. Two days spent in Madison deliverin...

SSM Health
Monona, Wisconsin

The Overture Center in downtown Madison is a beautiful facility that offers a wide variety of entertainment, including the Madison Symphony, Madison Opera, and visiting performances. We have the opportunity to participate in and present patients at the University of Wisconsin's grand rounds, and our...

Promoted
HealthEcareers - Client
Madison, Wisconsin

Whether you're planning to make a home amidst the backdrop of the high-tech businesses and acclaimed academic institutions in the progressive small city of Madison or within the rolling hills and fresh waters that lead people to the Wisconsin Dells every summer, you'll find a friendly, affordable an...

Aveda
Madison, Wisconsin

You will also use your flair for retail and cash handling experience to carry out essential start and end of day cash reconciliation as will also have responsibility for opening and closing the store on a rotational basis. If you are an ambitious self-starter, with previous retail experience, lookin...

Sonova
Madison, Wisconsin

East Madison, WI - Audiologist or Licensed Hearing Aid Specialist . With over 400 Sonova-owned locations in the USA, let us know where you want to live and work!. Welcome to our world! We envision a world where everyone enjoys the delight of hearing and therefore lives a life without limitations. So...

exl
Madison, Wisconsin

Loss Control Consultant Commercial Insurance – Independent Contractor- Madison, WI. Madison, WI, USA Req #25974 Thursday, October 10, 2024. EXL’s consultants deliver industry-leading professionalism, quality and turn-around time, and our innovative solutions help our clients keep ahead of the compet...