Client Relationship Consultant 3 (Banker) - Cosmopolitan
$56,618–$69,181 year
On-siteChicago, Illinois, United States
Job Summary
Build and foster relationships with clients through proactive outreach and follow-up, adapting a digital-first mindset to engage via in-person, appointment, and virtual channels. Assess and attend to customers' banking needs by obtaining account information, demonstrating deposit and loan products, and recommending solutions based on unique goals. Open new consumer and business accounts, complete service requests, and submit credit applications while maintaining a working knowledge of all retail products and digital services. Provide a consistent optimal client experience by greeting clients, processing basic transactions, and educating them on emerging self-service technologies. This role requires NMLS registration under the S.A.F.E. Act and Regulation Z, including a criminal background and credit check.
Required Qualifications
- High school diploma or equivalent
- Minimum four to five 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
- 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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