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Jobs · Consulting · Colorado

Client Relationship Consultant 3 (Banker) - Montbello - Denver, CO

U.S. Bank · Denver, CO · Yesterday
Consulting$27.22–$33.26/hrInternship

About the role

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.

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 based on their needs by effectively engaging and communicating with clients.
  • Maintain a working knowledge of consumer and business banking products and services including digital products and services.
  • Provide a consistent optimal client experience, including 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.
  • Proactively 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 our clients with operational excellence and accuracy.

Requirements

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.

Qualifications

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

Preferred 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
  • Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
  • Experience in the financial services industry preferred

Pay

$27.22 - 33.26 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.

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