Virtual Client Relationship Consultant (Banker) 3 Wisconsin Market (Hybrid) (40 hours)

Website USBank

Virtual Client Relationship Consultant (Banker) 3 Wisconsin Market (Hybrid) (40 hours)

LOCATION: Waukesha, WI, United States

At U.S. Bank, we’re passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country’s most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description
Non-customer facing Client Relationship Consultants build relationships with customers by meeting virtually via phone or video and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs.

Non-customer facing Client Relationship Consultants will focus on creating central relationships for the bank. They will work as market employees and support all business lines to create strong primacy, depth, and engagement with our customers. They will also be working in an agile environment where they will be participating in agile processes and strategy. There is a strong digital component to this role. They will empower our customers with our digital features and processes. This is an accelerated role where the Non-customer facing Client Relationship Consultant will be asked to be fluid and restorative with their processes. In addition to servicing our customers virtually, they will be responsible for participating in projects and creating strong partnerships throughout our market. Must be available to attend meetings, participate in events and engagement opportunities within the Wisconsin market.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications- High school diploma or equivalent- Three to Four years of customer service experience- Three to Four years of sales experience

Preferred Skills/Experience- 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 retail product philosophy, policy, procedures, documentation and systems- Advanced knowledge of all retail products and services- Proven customer service and interpersonal skills- Experience in participating in sales campaigns/promotions- Strong mathematical, problem-solving and negotiation skills- Strong verbal and written communication skills- Experience in the financial services industry preferred- Previous supervisory experience preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.

Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That’s why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most – your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.

EEO is the LawApplicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.

E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.

Source

Contact us

USBank

Related Jobs