Client Relationship Consultant 2 (Banker) - Grants Pass, OR (29hrs)

U.S. Bank•Grants Pass, OR

7d•$20 - $23

About The Position

Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while using a digital-first mindset. The role involves assessing customers’ banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions suited to customers’ goals. The consultant builds and maintains client relationships through outreach and follow-up, learns customers’ financial needs and channel preferences, and delivers a consistent client experience that includes greeting clients and processing basic transactions. The role also includes opening consumer and business accounts, completing service requests, submitting credit applications, educating clients about digital and self-service options, and collaborating with branch teammates and partners. Consultants use available resources and technology to support 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 includes a criminal background and credit check. Failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.

Requirements

High school diploma or equivalent.
Typically, at least three to four years of job-related retail banking experience, or a combination of experience and commensurate training.
Ability to obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable criminal background and credit check requirements.

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 customers’ true needs while using a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs, both reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions to understand customers’ financial needs and preferred banking channels.
Identify and communicate solutions for new and existing clients based on their needs.
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.
Collaborate with branch team members and partners to serve clients.
Open new consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about emerging and self-service digital products and services.
Use available resources and technologies to optimize client experience and provide accurate, operationally excellent service.

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 of 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.