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Client Relationship Consultant 3 (Banker) - Shaker Square Office

$23.75 - $29.03 per hour

U.S. Bank

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. 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. Responsibilities Build and foster relationships with customers through multiple channels, including in‑person, by appointment, and virtually, to provide the best possible counsel. Assess and attend to customers’ banking needs, obtain and process customer and account information, and demonstrate and educate clients on available deposit and loan products and services. Recommend solutions based on each customer’s unique goals and needs, leveraging a digital‑first mindset. Proactively reach out to and follow up with clients, asking questions to learn about their financial needs and banking channel preferences. Maintain a working knowledge of consumer and business banking products and services, including digital products and services. Provide a consistent optimal client experience, greeting clients and processing 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. Educate clients on emerging and self‑service digital products and services 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. Qualifications High school diploma or equivalent. Typically has a minimum of four to five years of job‑related, retail banking experience or a combination of experience and commensurate training. National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Criminal background and credit check compliant with NMLS registration requirements. Preferred Skills and 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 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 is 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 (2–5 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 Pay Range: $23.75 - $29.03 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, veteran status, or other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. facilities. Learn more about the E‑Verify program. #J-18808-Ljbffr U.S. Bank

Vacancy posted 1 day ago
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