Client Relationship Consultant 3 (Banker) - Bend (Third & Reed Market), OR (35hrs)
$49,400–$60,382 year
On-siteBend, Oregon, 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 to provide best possible counsel. Assess and attend to customers' banking needs, obtaining and processing account information while demonstrating available deposit and loan products. Open new consumer and business accounts, complete service requests, and submit credit applications based on each customer's unique goals. Proactively educate clients on emerging self-service digital products to assist with their financial needs and maintain a consistent optimal client experience. Requires NMLS registration under the SAFE Act of 2008 and Regulation Z, including criminal background and credit checks.
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
- Satisfactory criminal and credit record
- Minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
- 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
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- 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 advanced 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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