Float Client Relationship Consultant 1 (Banker) - Boyle Heights, Multiple Locations
About The Position
Client Relationship Consultants at U.S. Bank are responsible for building and fostering relationships with customers. They engage clients through various channels, including in-person, by appointment, and virtually, to provide financial counsel with a digital-first mindset. The role involves assessing and addressing customers' banking needs, processing account information, demonstrating and educating clients on deposit and loan products and services, and recommending solutions tailored to individual financial goals. Consultants proactively reach out to clients, identify solutions, maintain knowledge of consumer and business banking products, and ensure an optimal client experience by processing basic transactions and collaborating with team members. They also open new accounts, complete service requests, submit credit applications, and educate clients on digital products and self-service technologies to enhance their financial well-being and optimize the client experience with operational excellence.
Requirements
- High school diploma or equivalent
- Minimum of one to two 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, including a criminal background and credit check.
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
- Basic knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- 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 basic 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
