Client Relationship Consultant 2 (Banker) - Proctor, WA
$51,834–$63,357 year
On-siteTacoma, Washington, United States
Job Summary
Build and foster relationships with clients through proactive outreach and follow-up, greeting them in-person, by appointment, or virtually to provide counsel on banking needs. Assess customers' financial goals, obtain account information, and process transactions while demonstrating digital products and self-service technologies. Open new consumer and business accounts, complete service requests, and submit credit applications based on each client's unique needs. Maintain a working knowledge of consumer and business banking products, including digital services, to recommend optimal solutions. This role requires National Mortgage Licensing System registration, a criminal background check, and a satisfactory credit record. Full-time, five days per week at a U.S. Bank location in Proctor, WA.
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
- 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
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
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