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U.S. Bank

Runs a national bank and processes card payments

Client Relationship Consultant 4 - Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSeattle, WA, USA

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • Typically, five or more years of job-related retail banking experience or a combination of experience and commensurate training is required.
  • National Mortgage Licensing System registration is required under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
  • The required NMLS registration process includes a criminal background check and credit check.
  • Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Responsibilities

  • Build relationships with customers through in-person, appointment-based, and virtual channels.
  • Assess and attend to customers’ banking needs and obtain and process customer and account information.
  • Demonstrate and educate clients on available deposit and loan products and services.
  • Recommend solutions based on each customer’s unique goals and needs.
  • Build and foster client relationships through proactive outreach and follow-up.
  • Ask questions and learn about customers’ financial needs and banking channel preferences.
  • Identify solutions for new and existing clients through effective client engagement and communication.
  • Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • Provide a consistent client experience by 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 on emerging and self-service digital products and services.
  • Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

Desired Qualifications

  • Proven ability to build and foster relationships with clients 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 all 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 a customer’s true needs while leveraging a digital-first mindset.
  • Demonstrated advanced proficiency in making appropriate recommendations that meet customers’ needs both reactively and proactively.
  • Experience in the financial services industry.

About the Company

U.S. Bank

Runs a national bank and processes card payments

U.S. Bank is one of the largest banks in the United States, serving consumers, small businesses, corporations, and government agencies with banking, lending, payments, and wealth management. Its Elavon subsidiary is one of the world's biggest processors of card payments for merchants, handling sales in the United States, Canada, and Europe. People and small businesses use its branches and mobile app for checking, savings, credit cards, mortgages, and loans, while companies use it for corporate cards and cash management, and the bank earns money from loan interest and fees. U.S. Bank received national bank charter No. 24 in 1863, under President Abraham Lincoln, and is based in Minneapolis as the main subsidiary of U.S. Bancorp.

Company size
10,001+
Company stage
IPO
Headquarters
Minneapolis, MN
Founded
1863

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