Client Relationship Consultant 3 (Banker) - Vallejo, CA (37hrs) - Bilingual Preferred
Company: Us Bank
Location: Vallejo
Posted on: May 28, 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 DescriptionBilingual Preferred -
Spanish or Tagalog speakersClient 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- Four to five years of customer service experience-
Four to five years of sales experiencePreferred 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 in
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 level of
proficiency in making appropriate recommendations that meet
customer's needs both reactively and proactively- Experience in the
financial services industry preferredIf 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):
Keywords: Us Bank, Vallejo , Client Relationship Consultant 3 (Banker) - Vallejo, CA (37hrs) - Bilingual Preferred, Professions , Vallejo, California
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