Client Relationship Consultant 2 (Banker) Circle Pines, MN (20 hours)

U.S. Bank National Association • Lino Lakes, MN

23h • Hybrid

About The Position

At U.S. Bank, Client Relationship Consultants are responsible for building and fostering relationships with customers through proactive outreach and follow-up, engaging them via multiple channels including in-person, by appointment, and virtually. The role focuses on providing counsel, adapting a digital-first mindset, and assisting customers with their banking needs. This involves obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions tailored to each customer’s unique goals. Consultants maintain a working knowledge of consumer and business banking products and services, including digital offerings, to ensure an optimal client experience. They also develop collaborative partnerships with branch team members and partners, open new consumer and business accounts, complete service requests, and submit credit applications. A key aspect is proactively educating clients on emerging and self-service digital products and services and leveraging available resources and technologies for operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration, which includes a criminal background and credit check.

Requirements

• 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
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z (subject to required registration process, which includes a criminal background and credit check).

Nice To Haves

• 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 customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

Responsibilities

• 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.

Benefits

• 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
• Incentive and recognition programs
• Equity stock purchase
• Pension

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: High school or GED