Client Relationship Consultant 4

U.S. Bank•Hilliard, OH

1d•$27 - $33

About The Position

Client Relationship Consultants build and maintain customer relationships through in-person, appointment-based, and virtual channels, using a digital-first approach to provide banking counsel. They assess customers’ needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions suited to each customer’s goals. The role includes proactive customer outreach and follow-up; identifying banking solutions; maintaining knowledge of consumer and business banking products, services, and digital tools; greeting customers and processing basic transactions; opening consumer and business accounts; completing service requests; and submitting credit applications. Consultants educate customers about digital and self-service options, use available resources and technologies to deliver accurate service, and collaborate with branch colleagues and partners. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration involves 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 five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
Ability to meet and maintain National Mortgage Licensing System (NMLS) registration requirements, including required criminal background and credit checks.
Ability to comply with U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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.
Advanced 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.
Demonstrated advanced 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, identifying customers’ 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 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 digital products and self-service technologies.
Use available resources and technologies to optimize the client experience and deliver operationally excellent, accurate service.
Assess customer needs and recommend appropriate products and services.

Benefits

Healthcare, including medical, dental, and vision coverage.
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 program.