U.S. Bank Client Relationship Consultant (Banker) 2 - 10th Ave-Great Falls, MT (40hr) in Great Falls, Montana
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
The responsibilities of this role are as follows:
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.
Obtain and process customer and account information.
Educate clients on available deposit and loan products and services.
Recommend financial solutions based on each customer's unique goals and needs.
Originate and close consumer loans.
Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with them.
Maintain a working knowledge of consumer and business banking products and services including digital products and services.
Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to best serve clients.
Open new consumer and business accounts, complete service requests and submit credit applications.
Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
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.
High school diploma or equivalent
Three to four years of customer service experience
Three to four years of sales experience
Proven ability to build and foster relationships with clients through proactive outreach and follow up
Ability to effectively engage and communicate with clients
Proven customer service and interpersonal skills
-Experience with using and demonstrating digital products and self-service technologies
-Experience in the financial services industry 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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
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
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) EEO poster.
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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .
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.