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Client Relationship Consultant 1-4/Banker - Columbus, Ohio (30-40 hours)
Client Relationship Consultant 1-4/Banker - Columbus, Ohio (30-40 hours)-November 2024
Westerville
Nov 19, 2024
About Client Relationship Consultant 1-4/Banker - Columbus, Ohio (30-40 hours)

  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 Description

  Client 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.

  This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.

  Client Relationship Consultant 1

  Basic Qualifications

  High school diploma or equivalent

  One to three years of customer service experience

  One to three years of sales experience

  Preferred Skills/Experience

  Basic knowledge of retail product philosophy, policy, procedures, documentation and systems

  Basic knowledge of all retail products and services

  Proven customer service and interpersonal skills

  Effective selling and referral skills

  Strong mathematical, problem-solving, and negotiation skills

  Strong verbal and written communication skills

  Experience in the financial services industry preferred

  Client Relationship Consultant 2

  Basic Qualifications

  High school diploma or equivalent

  Three to four years of customer service experience

  Three to four years of sales experience

  Preferred Skills/Experience

  Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems

  Thorough knowledge of all retail products and services

  Proven customer service and interpersonal skills

  Experience in participating in sales campaigns/promotions

  Strong mathematical, problem-solving, and negotiation skills

  Strong verbal and written communication skills

  Experience in the financial services industry preferred

  Experience assisting less experienced personnel

  Client Relationship Consultant 3

  Basic Qualifications

  High school diploma or equivalent

  Four to five years of customer service experience

  Four to five years of sales experience

  Preferred Skills/Experience

  Thorough 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

  Strong mathematical, problem-solving, and negotiation skills

  Strong verbal and written communication skills

  Experience in the financial services industry preferred

  Previous supervisory experience preferred

  Client Relationship Consultant 4

  Basic Qualifications

  High school diploma or equivalent

  Five or more years of customer service experience

  Five or more years of sales experience

  Preferred Skills/Experience

  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

  Strong mathematical, problem-solving, and negotiation skills

  Strong verbal and written communication skills

  Experience in the financial services industry preferred

  Previous supervisory experience preferred

  If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

  Benefits:

  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):

  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

  EEO is the Law

  U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) EEO poster.

  E-Verify

  U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

  The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 - $22.00

  U.S. Bank accepts applications for this position on an ongoing basis.

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