Client Relationship Consultant 2 (Banker) Pine City, MN (40 hours)
$41,600–$47,840 year
On-sitePine City, Minnesota, United States
Job Summary
Greet clients and process basic transactions while assessing banking needs and recommending deposit and loan solutions. Build relationships through proactive outreach and follow-up, engaging customers via in-person, appointment, and virtual channels. Open new consumer and business accounts, complete service requests, and submit credit applications. Educate clients on emerging digital products and self-service technologies to optimize the client experience. Maintain a working knowledge of consumer and business banking products to deliver operational excellence and accuracy.
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
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.