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Client Relationship Consultant 1-4 (Banker) - Louisville - KY
Client Relationship Consultant 1-4 (Banker) - Louisville - KYU.S. Bank • Louisville, KY, US
Client Relationship Consultant 1-4 (Banker) - Louisville - KY

Client Relationship Consultant 1-4 (Banker) - Louisville - KY

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

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.

This position requires National Mortgage Licensing System (NMLS) registration under the SAFÉ 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 may result in a rescission of your offer or termination of employment.

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 our clients with operational excellence and accuracy.

Basic Qualifications

  • High school diploma or equivalent
  • Typically 1–2 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
  • Basic 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 ability to make appropriate recommendations that meet customer needs
  • Experience in the financial services industry preferred

    • Client Relationship Consultant 1

  • High school diploma or equivalent
  • 1–3 years of customer service experience
  • 1–3 years of sales experience

    • Client Relationship Consultant 2

  • High school diploma or equivalent
  • 3–4 years of customer service experience
  • 3–4 years of sales experience

    • Client Relationship Consultant 3

  • High school diploma or equivalent
  • 4–5 years of customer service experience
  • 4–5 years of sales experience

    • Client Relationship Consultant 4

  • High school diploma or equivalent
  • 5+ years of customer service experience
  • 5+ years of sales experience

    • Licensing and Compliance

  • National Mortgage Licensing System (NMLS) registration required under SAFÉ Act and Regulation Z; criminal background and credit checks apply.

    • 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 and up to 11 paid holidays
  • 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.

    The salary range reflects figures based on the primary location. The actual range may differ based on location. In addition to salary, U.S. Bank offers a comprehensive benefits package. Pay Range : $20.00 - $20.00

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

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