Client Relationship Consultant 1 NMLS - Preston Highway Meijer - Louisville, KY jobs in United States
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U.S. Bank · 23 hours ago

Client Relationship Consultant 1 NMLS - Preston Highway Meijer - Louisville, KY

U.S. Bank is committed to helping customers and businesses make informed financial decisions. The Client Relationship Consultant role involves building strong relationships with customers, providing counsel on banking needs, and originating and closing consumer loans.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel
Assess and attend to customers' banking needs, obtaining and processing customer and account information
Educate clients on available deposit and loan products and services, and recommend financial solutions based on each customer's unique goals and needs
Originate and close consumer loans, open accounts, and open and/or close the branch

Qualification

NMLS registrationCustomer service experienceSales experienceFinancial services experienceSelling skillsMathematical skillsInterpersonal skillsProblem-solving skillsNegotiation skillsRetail product knowledgeRetail policies knowledgeVerbal communication skillsWritten communication skills

Required

High school diploma or equivalent
One to three years of customer service experience
One to three years of sales experience
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Preferred

Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Basic knowledge of all retail products and services
Proven customer service and interpersonal skills
Effective selling and referral skills
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Company data provided by crunchbase