Client Relationship Consultant 3 (Banker) - Burbank Alameda Ralphs - Burbank, CA

U.S. Bank National Association•Burbank, CA

2d•$33•Onsite

About The Position

Client Relationship Consultants at U.S. Bank build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. This position involves fostering relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Consultants identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. They maintain a working knowledge of consumer and business banking products and services, including digital products and services, and provide a consistent optimal client experience, including greeting clients and processing basic transactions. The role also requires developing collaborative partnerships with branch team members and partners to best serve clients, opening new consumer and business accounts, completing service requests, and submitting credit applications. Consultants proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs and leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

Requirements

High school diploma or equivalent
Typically has a minimum four to five 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
Ability to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record
Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

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
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
Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
Demonstrated advanced 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