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US Bank - Richmond Heights, OH

posted 26 days ago

Full-time
Richmond Heights, OH
Credit Intermediation and Related Activities

About the position

Premier Client Relationship Consultants complete all duties of a Client Relationship Consultant; building 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 customer banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals. Consultants are also responsible for originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening and/or closing the branch. In addition to the Client Relationship Consultant duties, Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier Client Relationship Consultant. Premier Client Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6 (or Series 7) and Series 63 (or Series 66) registrations. Position is defined as a referral only registered representative. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Responsibilities

  • Build relationships with customers through multiple channels including in-person, by appointment, and virtually.
  • Assess and attend to customer banking needs.
  • Obtain and process customer and account information.
  • Educate clients on available deposit and loan products and services.
  • Recommend solutions based on each customer's unique goals.
  • Originate and close consumer loans.
  • Open accounts and provide digital banking solutions.
  • Open and/or close the branch.
  • Maintain FINRA registrations to meet defined referral client and wealth management introductions.

Requirements

  • High school diploma or equivalent.
  • Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training.
  • Required to obtain FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 within six months of program enrollment.

Nice-to-haves

  • Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems.
  • Advanced 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 basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively.
  • Experience in the financial services industry preferred.

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
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