Client Relationship Consultant 4 jobs in United States
cer-icon
Apply on Employer Site
company-logo

U.S. Bank · 20 hours ago

Client Relationship Consultant 4

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The Client Relationship Consultant 4 role involves building strong relationships with clients, assessing their banking needs, and providing tailored solutions through various channels.

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 products knowledgeNMLS registrationDigital product educationCommunication 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 pass a criminal background and credit check
Maintaining a satisfactory criminal and credit record

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

company-logo
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

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