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Client Relationship Consultant 2 (Banker) - Waunakee, WI
Client Relationship Consultant 2 (Banker) - Waunakee, WIUS Bank • Waunakee, WI, US
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Client Relationship Consultant 2 (Banker) - Waunakee, WI

Client Relationship Consultant 2 (Banker) - Waunakee, WI

US Bank • Waunakee, WI, 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 and smarter financial decisions while 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.

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 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, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.

They build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about financial needs and banking channel preferences. They identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. They maintain a working knowledge of consumer and business banking products and services including digital products and services. They provide a consistent optimal client experience, including greeting clients and processing basic transactions. They develop collaborative partnerships with branch team members and partners to best serve clients. They open new consumer and business accounts, complete service requests and submit credit applications. They educate clients on emerging and self-service digital products and services to assist with meeting their financial needs. They leverage available resources and technologies to optimize the client experience and serve with operational excellence and accuracy.

This position requires National Mortgage Licensing System (NMLS) registration under the Safe Act and Regulation Z. You will be subject to the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements may result in a rescission of your offer or termination of employment.

Basic Qualifications

  • High school diploma or equivalent
  • Typically has a minimum three to four 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
  • 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 customers' needs both reactively and proactively
  • Experience in the financial services industry preferred
  • Additional Notes

    BranchMW

    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. Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Some 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. 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.

    Compliance & Verification

    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 location. 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 - $22.50

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted consistent with applicable local laws, including fair chance ordinances. U.S. Bank may be subject to requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and related guidelines.

    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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