Client Relationship Consultant 3 (Banker) - North Park - San Diego, CA (30 hrs)
Company: Us Bank
Location: San Diego
Posted on: November 8, 2024
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Job Description:
At U.S. Bank, we're on a journey to do our best. Helping the
customers and businesses we serve to make better and smarter
financial decisions and enabling the communities we support to grow
and succeed. We believe it takes all of us to bring our shared
ambition to life, and each person is unique in their potential. A
career with U.S. Bank gives you a wide, ever-growing range of
opportunities to discover what makes you thrive at every stage of
your career. Try new things, learn new skills and discover what you
excel at-all from Day One.Job DescriptionClient Relationship
Consultants 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.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.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.Basic
Qualifications- 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
trainingPreferred Skills/Experience- 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
preferredBenefits:Our approach to benefits and total rewards
considers our team members' whole selves and what may be needed to
thrive in and outside work. That's why our benefits are designed to
help you and your family boost your health, protect your financial
security and give you peace of mind. Our benefits include the
following (some may vary based on role, location or hours):
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Keywords: Us Bank, Temecula , Client Relationship Consultant 3 (Banker) - North Park - San Diego, CA (30 hrs), Human Resources , San Diego, California
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