Client Relationship Consultant 2

U.S. Bank•Columbus, OH

7d•$20 - $25

About The Position

Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual channels, using a digital-first mindset to provide appropriate financial guidance. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role includes proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and digital services, providing a consistent client experience, greeting clients, and processing basic transactions. Consultants collaborate with branch team members and partners, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service tools. They use available resources and technologies to support an accurate, operationally excellent client experience. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check. Failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.

Requirements

High school diploma or equivalent.
Typically, a minimum of three to four years of job-related retail banking experience, or a combination of experience and commensurate training.
Ability to obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable criminal background and credit check requirements.

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.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ true needs while leveraging a digital-first mindset.
Demonstrated basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions and learn about clients’ financial needs and banking channel preferences.
Identify solutions for new and existing clients through effective engagement and communication.
Maintain working knowledge of consumer and business banking products and services, including digital products and services.
Provide an optimal client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve clients.
Open new 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 deliver 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.
Pension, subject to eligibility requirements.