Client Relationship Consultant 3 (Banker) - Mountain View, CA

US Bank • Mountain View, CA

395d • $50,398 - $73,923

About The Position

The Client Relationship Consultant 3 (Banker) at U.S. Bank is responsible for building and maintaining strong relationships with customers through various channels, including in-person and virtual interactions. This role focuses on understanding clients' banking needs, providing tailored financial advice, and promoting banking products and services. The consultant will engage in proactive outreach, educate clients on digital banking solutions, and ensure an optimal client experience while collaborating with branch team members.

Requirements

• High school diploma or equivalent.
• Typically has a minimum of four to five years of retail banking experience or a combination of experience and training.
• 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.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Experience in participating in sales campaigns/promotions.
• Experience with using and demonstrating digital products and self-service technologies.

Nice To Haves

• Experience in the financial services industry preferred.
• Demonstrated advanced level of proficiency in making appropriate recommendations that meet customers' needs.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow-up.
• Engage with customers via multiple channels to assess their banking needs.
• Obtain and process customer and account information accurately.
• Demonstrate and educate clients on available deposit and loan products and services.
• Open new consumer and business accounts and complete service requests.
• Proactively educate clients on emerging digital products and services.
• Leverage resources and technologies to optimize the client experience.
• Provide a consistent optimal client experience, including greeting clients and processing transactions.

Benefits

• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Adoption assistance
• Parental leave
• Vision insurance
• 401(k) matching
• Life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED