Client Relationship Consultant 3 (Banker) - Armour, Kansas City, MO
U.S. Bank, Kansas City, MO, 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 discover what makes you thrive—from Day One.
Responsibilities
Client Relationship Consultants build relationships with customers, engaging them via in-person, by appointment, and virtual channels to provide the best possible counsel with a digital-first mindset.
Develop and sustain proactive relationships with clients through outreach and follow-up, learning about their financial needs and banking channel preferences.
Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
Maintain knowledge of consumer and business banking products and services, including digital products and services.
Provide a consistent optimal client experience, greet clients, and process basic transactions.
Develop collaborative partnerships with branch team members and partners to best serve clients.
Open new consumer and business accounts, complete service requests, and submit credit applications.
Proactively educate clients on emerging and self-service digital products and services to meet their financial needs.
Leverage available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
This position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Meeting or maintaining NMLS requirements is required; failure to do so may affect offer or employment.
Basic Qualifications
High school diploma or equivalent
A typical minimum of four to five 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
Thorough knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience 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 proficiency in making appropriate recommendations that meet customers’ needs both reactively and proactively
Experience in the financial services industry preferred
Disability Accommodations 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.
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. 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:
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
Review our full benefits available by employment status here.
Equal Opportunity and Compliance U.S. Bank is an equal opportunity employer. We consider 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 under applicable law.
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.
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, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.75 - 29.03
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
Posting may be closed earlier due to high volume of applicants.
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Responsibilities
Client Relationship Consultants build relationships with customers, engaging them via in-person, by appointment, and virtual channels to provide the best possible counsel with a digital-first mindset.
Develop and sustain proactive relationships with clients through outreach and follow-up, learning about their financial needs and banking channel preferences.
Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
Maintain knowledge of consumer and business banking products and services, including digital products and services.
Provide a consistent optimal client experience, greet clients, and process basic transactions.
Develop collaborative partnerships with branch team members and partners to best serve clients.
Open new consumer and business accounts, complete service requests, and submit credit applications.
Proactively educate clients on emerging and self-service digital products and services to meet their financial needs.
Leverage available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
This position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Meeting or maintaining NMLS requirements is required; failure to do so may affect offer or employment.
Basic Qualifications
High school diploma or equivalent
A typical minimum of four to five 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
Thorough knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience 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 proficiency in making appropriate recommendations that meet customers’ needs both reactively and proactively
Experience in the financial services industry preferred
Disability Accommodations 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.
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. 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:
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
Review our full benefits available by employment status here.
Equal Opportunity and Compliance U.S. Bank is an equal opportunity employer. We consider 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 under applicable law.
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.
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, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.75 - 29.03
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
Posting may be closed earlier due to high volume of applicants.
#J-18808-Ljbffr