Client Relationship Consultant 2 (Banker) - UT-West Jordan (38hrs)
Us Bank, West Jordan, UT, United States
Overview
At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better and smarter financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to learn, grow, and discover where you excel—from Day One. Job Description
Client Relationship Consultants build relationships with customers through in-person, by appointment, and virtual channels to provide strong counsel with a digital-first mindset. Responsibilities include assessing customers’ banking needs, collecting and processing customer information, educating clients on deposit and loan products, and recommending solutions based on each customer’s goals. They also engage in proactive outreach, identify solutions for new and existing clients, and partner with branch teams to serve clients effectively. The role includes opening new consumer and business accounts, handling service requests, and submitting credit applications, while educating clients on digital products and services to meet financial needs. The position emphasizes operational excellence and accuracy and utilizes available resources and technologies to optimize the client experience. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks. Failure to meet registration requirements may result in offer rescission or termination. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and channel preferences. Identify solutions for new and existing clients based on their needs and effectively engage and communicate with clients. Maintain working knowledge of consumer and business banking products and services, including digital products and services. Provide a consistent, optimal client experience, including greeting clients and processing basic transactions. Develop collaborative partnerships with branch team members to best serve clients. Open new consumer and business accounts and complete service requests; submit credit applications. Educate clients on emerging and self-service digital products and services to meet financial needs. Leverage available resources and technologies to optimize the client experience with operational excellence and accuracy. Licensing & Compliance
National Mortgage Licensing System (NMLS) registration required; background and credit checks apply. Basic Qualifications
High school diploma or equivalent Typically has a minimum three to four years of job-related retail banking experience or a combination of experience and commensurate training Preferred 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 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 proficiency in making appropriate recommendations that meet customer 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 Additional Information
U.S. Bank is an equal opportunity employer and considers all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected by law. 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. Pay ranges and salary information are provided where applicable. Posting may be closed earlier due to high volume of applicants.
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At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better and smarter financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to learn, grow, and discover where you excel—from Day One. Job Description
Client Relationship Consultants build relationships with customers through in-person, by appointment, and virtual channels to provide strong counsel with a digital-first mindset. Responsibilities include assessing customers’ banking needs, collecting and processing customer information, educating clients on deposit and loan products, and recommending solutions based on each customer’s goals. They also engage in proactive outreach, identify solutions for new and existing clients, and partner with branch teams to serve clients effectively. The role includes opening new consumer and business accounts, handling service requests, and submitting credit applications, while educating clients on digital products and services to meet financial needs. The position emphasizes operational excellence and accuracy and utilizes available resources and technologies to optimize the client experience. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks. Failure to meet registration requirements may result in offer rescission or termination. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and channel preferences. Identify solutions for new and existing clients based on their needs and effectively engage and communicate with clients. Maintain working knowledge of consumer and business banking products and services, including digital products and services. Provide a consistent, optimal client experience, including greeting clients and processing basic transactions. Develop collaborative partnerships with branch team members to best serve clients. Open new consumer and business accounts and complete service requests; submit credit applications. Educate clients on emerging and self-service digital products and services to meet financial needs. Leverage available resources and technologies to optimize the client experience with operational excellence and accuracy. Licensing & Compliance
National Mortgage Licensing System (NMLS) registration required; background and credit checks apply. Basic Qualifications
High school diploma or equivalent Typically has a minimum three to four years of job-related retail banking experience or a combination of experience and commensurate training Preferred 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 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 proficiency in making appropriate recommendations that meet customer 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 Additional Information
U.S. Bank is an equal opportunity employer and considers all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected by law. 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. Pay ranges and salary information are provided where applicable. Posting may be closed earlier due to high volume of applicants.
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