Client Relationship Consultant 2 (banker) - Bilingual Spanish & English - Clark 25th Office
$42,120–$51,480 year
On-siteCleveland, Ohio, United States
Job Summary
Build and foster relationships with clients through proactive outreach and follow-up, engaging them via in-person, appointment, and virtual channels. Assess customer banking needs, obtain account information, and demonstrate available deposit and loan products while recommending solutions based on unique goals. Open new consumer and business accounts, complete service requests, and submit credit applications. Proactively educate clients on emerging self-service digital products to optimize the client experience with operational excellence. Maintain a working knowledge of consumer and business banking products, including digital services, and develop collaborative partnerships with branch team members. This role requires NMLS registration under the S.A.F.E. Act and Regulation Z, with a background and credit check. Bilingual Spanish and English proficiency is essential.
Required Qualifications
- High school diploma or equivalent
- Minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
- Bilingual ability to read, write, and speak in business-level proficiency of Spanish and English
- 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
- 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
- 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 the financial services industry
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