Client Relationship Consultant (Banker) - Southern, UT (Evergreen)

Job Description

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.

About the role

Client Relationship Consultants (CRCs) are responsible for building and fostering relationships with clients through proactive outreach and follow-up. They engage and communicate with clients effectively and have a thorough understanding of applicable bank and branch policies, procedures, and support systems. CRCs are expected to demonstrate advanced proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.

Responsibilities

• Build and foster client relationships through proactive outreach and follow-up
• Engage and communicate effectively with clients
• Thoroughly understand applicable bank and branch policies, procedures, and support systems
• Make appropriate recommendations that meet customer needs both reactively and proactively
• Explore and identify a customer's true needs while leveraging a digital-first mindset
• Participate in sales campaigns/promotions
• Use and demonstrate digital products and self-service technologies
• Have a proven track record in the financial services industry

Requirements

• High school diploma or equivalent
• Typically three to four years of job-related, retail banking experience or a combination of experience and commensurate training
• Proven ability to build and foster relationships with clients through proactive outreach and follow-up
• Effective engagement and communication 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
• Advanced 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
• Advanced level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively
• Experience in the financial services industry preferred

Qualifications

• High school diploma or equivalent
• Typically four to five years of job-related, retail banking experience or a combination of experience and commensurate training
• Proven ability to build and foster relationships with clients through proactive outreach and follow-up
• Effective engagement and communication with clients
• Advanced 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
• Advanced level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively
• Experience in the financial services industry preferred

Qualifications

• High school diploma or equivalent
• Typically five or more years of job-related, retail banking experience or a combination of experience and commensurate training
• Proven ability to build and foster relationships with clients through proactive outreach and follow-up
• Effective engagement and communication with clients
• Advanced 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
• Advanced level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively
• Experience in the financial services industry preferred

Skills

• Proven ability to build and foster relationships with clients through proactive outreach and follow-up
• Effective engagement and communication 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
• Advanced 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
• Advanced level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively
• Experience in the financial services industry preferred

Benefits

Our benefits package includes:

• 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

Pay Range

$23.75 - 29.03 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.