Client Relationship Consultant ; Banker - Drake

Job Description

Job Title:

Client Relationship Consultant
Signing Bonus: $1,500

• Build relationships with customers via in-person, by appointment, and virtual channels.
• Assess and attend to customers’ banking needs, obtaining and processing customer and account information.
• Demonstrate and educate clients on available deposit and loan products and services.
• Recommend solutions based on each customer’s unique goals and needs.
• Proactively outreach and follow up with clients, asking questions and learning about financial needs and channel preferences.
• Open new consumer and business accounts, complete service requests, and submit credit applications.
• Maintain a working knowledge of consumer and business banking products, including digital offerings.
• Leverage available resources and technologies to optimize the client experience and deliver operational excellence.
• Develop collaborative partnerships with branch team members and partners to serve clients.
• Provide consistent optimal client experience, greeting clients and processing basic transactions.

• High school diploma or equivalent.
• Minimum three to four years of job-related retail banking experience, or a combination of experience and training.
• National Mortgage Licensing System (NMLS) registration required (S.A.F.E. Act, Regulation Z). Ability to pass criminal background and credit checks.
• Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
• Strong communication skills and ability to effectively engage and educate clients.
• Knowledge of bank policies, procedures, and systems.
• Proficiency with digital products and self-service technologies.
• Ability to identify customer needs and make appropriate product recommendations.
• Experience in the financial services industry is preferred.

• 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 (2-5 weeks depending on salary grade and tenure)
• Up to 11 paid holidays
• Adoption assistance
• Sick and Safe Leave accruals

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. 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.