Client Relationship Consultant 2 (Banker) - 95th St, Prairie Village, KS

U.S. Bank•Prairie Village, KS

8d•$20 - $25

About The Position

Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual engagement, using a digital-first mindset to provide counsel and address banking needs. The role involves assessing customer needs, processing customer and account information, explaining deposit and loan products and services, and recommending solutions aligned with each customer’s goals. The consultant conducts proactive outreach and follow-up, learns customers’ financial needs and channel preferences, and identifies solutions for new and existing clients. The role includes maintaining knowledge of consumer and business banking products and services, providing a consistent client experience, greeting clients, processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. The consultant also educates clients about digital and self-service products, collaborates with branch colleagues and partners, and uses available resources and technologies to serve clients accurately and with operational excellence. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to satisfy 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.
NMLS registration 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.
Demonstrated 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 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 clients’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients based on their needs.
Maintain working knowledge of consumer and business banking products and services, including digital products and services.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Collaborate with branch team members and partners to serve clients.
Open 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 the client experience and ensure operational excellence and accuracy.

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.
$1,500 sign-on bonus.