Client Relationship Consultant 2 (Banker) Geneva, OH Office

U.S. Bank•Geneva, OH

3d•$20 - $23

About The Position

Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual channels, providing counsel with a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to customers’ goals. The role involves proactive outreach and follow-up, learning clients’ financial needs and channel preferences, and identifying suitable solutions. The consultant maintains knowledge of consumer and business banking products, provides a consistent client experience, processes basic transactions, collaborates with branch team members, opens consumer and business accounts, completes service requests, and submits credit applications. The role also includes educating clients about digital and self-service options and using available resources and technology to provide accurate, operationally excellent service. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration involves a criminal background and credit check; failure to meet or maintain the registration requirements may result in rescission of an offer or termination of employment.

Requirements

High school diploma or equivalent.
Typically, a minimum of three to four years of job-related retail banking experience, or a combination of experience and commensurate training.
NMLS registration is required under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.

Nice To Haves

Proven ability to build and foster client relationships through proactive outreach and follow-up.
Ability to engage and communicate effectively with clients.
Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify a customer’s needs while applying a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning clients’ financial needs and banking channel preferences.
Identify solutions for new and existing clients by engaging and communicating effectively with them.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about digital and self-service products and services.
Use available resources and technologies to optimize the client experience and deliver accurate, operationally excellent service.
Assess customers’ banking needs, process customer and account information, and recommend relevant deposit and loan products and services.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.