Client Relationship Consultant (Banker) 2 - Missoula Southside, MT (40hr)
Company: Us Bank
Location: Missoula
Posted on: November 17, 2023
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Job Description:
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 DescriptionClient 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. 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 - 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 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. Learn how
drives meaningful relationships with our customers and
collaboration across the company.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):
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Keywords: Us Bank, Missoula , Client Relationship Consultant (Banker) 2 - Missoula Southside, MT (40hr), Professions , Missoula, Montana
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