Float Client Relationship Consultant 4 (Banker) Hartford & Multiple Locations, WI (Sign-On Bonus $1,500)
U.S. Bank · Menomonee Falls, WI · 2 wk ago
Consulting$27–$33/hrFull-time
About the role
At U.S. Bank, we’re on a journey to do our best—helping customers and businesses make better financial decisions and enabling communities to grow. A career here offers a wide, ever‑growing range of opportunities to discover what makes you thrive, try new things, learn new skills, and excel from Day One.
Responsibilities
- Build relationships with customers via in‑person, appointment, and virtual channels, providing counsel with a digital‑first mindset.
- Assess and attend to customers’ banking needs, obtain and process customer and account information.
- Demonstrate and educate clients on available deposit and loan products and services, recommending solutions based on each customer’s unique goals and needs.
- Proactively outreach and follow up, asking questions to learn about financial needs and channel preferences.
- Identify solutions for new and existing clients by effectively engaging and communicating.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- 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.
- Proactively educate clients on emerging and self‑service digital products and services.
- Leverage resources and technologies to optimize the client experience with operational excellence and accuracy.
Requirements
- High school diploma or equivalent.
- Typically five or more years of job‑related retail banking experience, or a combination of experience and commensurate training.
- Must obtain and maintain National Mortgage Licensing System (NMLS) registration (including criminal background and credit check) per the S.A.F.E. Act and Regulation Z.
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.
- 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 participating in sales campaigns/promotions.
- Experience using and