Client Relationship Consultant 3

U.S. Bank National Association•Columbus, OH

1d•$24 - $29

About The Position

Client Relationship Consultants build relationships with customers across in-person, appointment-based, and virtual channels, using a digital-first mindset to provide appropriate counsel. The role involves understanding customers’ banking needs, gathering and 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, identifies solutions for new and existing clients, and provides a consistent client experience that includes greeting clients and processing basic transactions. Responsibilities also include opening consumer and business accounts, completing service requests, submitting credit applications, educating clients about digital and self-service offerings, and working with branch colleagues and partners to serve clients accurately and effectively. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated.

Requirements

High school diploma or equivalent.
Typically, a minimum of four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
Ability to meet NMLS registration requirements, 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 effectively engage and communicate with clients.
Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Thorough knowledge of retail products and services.
Proven customer service and interpersonal skills.
Experience participating in sales campaigns or promotions.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ needs while leveraging a digital-first mindset.
Advanced 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, follow-up, and questions that uncover financial needs and banking channel preferences.
Engage and communicate with clients to identify solutions for new and existing customers.
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.
Develop collaborative partnerships with branch team members and other partners to serve clients.
Open new consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about emerging digital products and self-service technologies.
Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
Meet NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic and optional term life insurance.
Short-term and long-term disability insurance.
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.