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U.S. Bank

Runs a national bank and processes card payments

Client Relationship Consultant 2 - Banker, Milton Safeway, WA

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMilton, WA, USAIn-person

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • Typically, a minimum of three to four years of job-related retail banking experience or a combination of experience and commensurate training is required.
  • NMLS 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.

Responsibilities

  • Build relationships with customers through in-person, appointment-based, and virtual channels to provide counsel tailored to their banking needs.
  • Assess and attend to customers' banking needs, obtain and process customer and account information, and demonstrate and educate clients on available deposit and loan products and services.
  • Recommend banking solutions based on each customer's goals and needs.
  • Build and foster client relationships through proactive outreach and follow-up, asking questions and learning about financial needs and banking channel preferences.
  • Identify solutions for new and existing clients by effectively engaging and communicating with clients.
  • Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • Provide a consistent 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 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.
  • Thorough 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.

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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