Client Relationship Consultant 3 (Banker) Fargo Southwest, ND (40 hours)
$45,635–$55,786 year
On-siteFargo, North Dakota, United States
Job Summary
Greet clients and process basic transactions while assessing and attending to their banking needs. Build and foster relationships through proactive outreach, asking questions to identify unique financial goals and recommending deposit and loan solutions. Open new consumer and business accounts, complete service requests, and submit credit applications. Proactively educate clients on emerging digital products and self-service technologies to optimize the client experience. Maintain a thorough knowledge of consumer and business banking products, policies, and procedures to provide consistent, optimal service. Requires NMLS registration, a high school diploma, and typically four to five years of retail banking experience.
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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