Client Relationship Consultant 1-4 (Banker) - Cincinnati East Branches
$41,600–$45,760 year
On-siteCincinnati, Ohio, United States or Loveland, Ohio, United States
Job Summary
Build and foster relationships with clients through proactive outreach and follow-up while engaging them via in-person, appointment, and virtual channels. Assess and attend to customers' banking needs, obtaining and processing account information, and recommending deposit and loan solutions based on unique goals. Open new consumer and business accounts, complete service requests, and submit credit applications while educating clients on emerging digital products. Maintain a working knowledge of consumer and business banking products to provide a consistent optimal client experience and operational excellence. This role requires NMLS registration under the SAFE Act and Regulation Z, with a salary range of $20.00 - $22.00.
Required Qualifications
- High school diploma or equivalent
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Desired Qualifications
- Experience in the financial services industry
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Experience with 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 basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in participating in sales campaigns/promotions
- Experience in retail banking
- Experience in consumer banking
- Experience in business banking
- Basic knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Advanced knowledge of applicable bank and branch policies, procedures and support systems
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Proven customer service and interpersonal skills
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