Client Relationship Consultant 2 - Northlake jobs in United States
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U.S. Bank · 1 day ago

Client Relationship Consultant 2 - Northlake

positionNorthlake, IL
timeFull-time
remoteOnsite
seniorityMid Level
money$20/hr - $25.77/hr

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Client Relationship Consultant 2 role involves building and fostering relationships with clients, providing tailored financial advice, and educating them on banking products and services to meet their unique needs.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences
Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients
Maintains a working knowledge of consumer and business banking products and services including digital products and services
Provides a consistent optimal client experience, including greeting clients and processing basic transactions
Develops collaborative partnerships with branch team members and partners to best serve clients
Opens new consumer and business accounts, completes service requests and submits credit applications
Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

Qualification

Client relationship managementBanking product knowledgeNMLS registrationDigital product educationProactive outreachCommunication skillsTeam collaboration

Required

National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Ability to maintain a satisfactory criminal and credit record
Strong client relationship building skills
Ability to engage clients via multiple channels including in-person, by appointment, and virtually
Knowledge of consumer and business banking products and services including digital products and services
Ability to process basic transactions and service requests
Experience in opening new consumer and business accounts
Proactive education of clients on emerging and self-service digital products and services
Ability to leverage available resources and technologies to optimize the client experience
Ability to develop collaborative partnerships with branch team members and partners

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.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

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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Daniel Crozier
Senior Vice President Operations
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Company data provided by crunchbase