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Jobs · Consulting · Wisconsin

Client Relationship Consultant 2 (Banker) New Berlin, WI (Full-time 30 Hours)

U.S. Bank · New Berlin, WI · 5 days ago
Consulting$20.25–$24.75/hrFull-time

About the role

This position involves building and fostering relationships with clients through proactive outreach and follow up, engaging and communicating with clients, and providing a consistent optimal client experience. It also includes opening new consumer and business accounts, completing service requests, and submitting credit applications.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up
  • Engages and communicates with clients to identify solutions for new and existing clients based on their needs
  • 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
  • Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

Requirements

  • NMLS registration under the terms of the S.A.F.E. Act of 2008
  • 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
  • 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

Qualifications

  • High school diploma or equivalent
  • Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training

Skills

  • 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
  • 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

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
  • 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

$20.25 - 24.75 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

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