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Client Relationship Consultant 2 (Banker) Worthington Hills, OH Office

U.S. Bank

Job Description Client 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. Responsibilities Build and foster relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and banking channel preferences. Identify solutions for new and existing clients by effectively engaging and communicating with them. Maintain a working knowledge of consumer and business banking products and services, including digital products. Provide an optimal client experience, greeting clients and processing basic transactions. Develop collaborative partnerships with branch team members to best serve clients. Open new consumer and business accounts, complete service requests, and submit credit applications. Proactively educate clients on emerging self‑service digital products to assist with meeting their financial needs. Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy. Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, and comply with required background and credit checks. Qualifications High school diploma or equivalent. Typically having a minimum of three to four years of job‑related retail banking experience or a combination of experience and commensurate training. Must maintain NMLS registration and comply with all related regulations. Preferred 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 customers’ 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 Equal Opportunity Employer 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. #J-18808-Ljbffr U.S. Bank

Vacancy posted 1 day ago
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