Client Relationship Consultant 1 (Banker) - Pyramid & Los Altos, NV (30 hrs)
Company: U.S. Bank
Location: Los Altos
Posted on: May 28, 2023
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Job Description:
Client Relationship Consultant 1 (Banker) - Pyramid & Los Altos,
NV (30 hrs) page is loaded Client Relationship Consultant 1
(Banker) - Pyramid & Los Altos, NV (30 hrs) Apply locations Sparks,
NV time type Full time posted on Posted 2 Days Ago job requisition
id 2023-0016459 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.
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
- One to three years of customer service experience
- One to three 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
- 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 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 our -
disability accommodations for applicants . Learn howthe way we work
at U.S. Bank drives meaningful relationships with our customers and
collaboration across the company. 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):
Keywords: U.S. Bank, San Francisco , Client Relationship Consultant 1 (Banker) - Pyramid & Los Altos, NV (30 hrs), Human Resources , Los Altos, California
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