Client Relationship Consultant 2 - San Leandro, CA
1 month ago
Builds and fosters relationships with clients through proactive outreach follow-up asking questions learning about their financial needs banking channel preferences Identifies solutions for new existing clients based on their needs by effectively engaging communicating with them Maintains a working knowledge of consumer business banking products services including digital products services Provides consistent optimal client experience greeting processing basic transactions Develops collaborative partnerships branch team members partners best serve clients Opens new consumer business accounts completes service requests submits credit applications Proactively educates clients emerging self-service digital products assist meeting financial needs Leverages available resources technologies optimize client experience serve operational excellence accuracy This position requires National Mortgage Licensing System NMLS registration under S.A.F.E Act 2008 Regulation Z You will be subject required registration process including criminal background credit check Failure meet maintain any NMLS registration requirements including maintaining satisfactory criminal credit record may result rescission offer termination employment Basic Qualifications High school diploma equivalent Typically has minimum three four years job-related retail banking experience combination commensurate training Preferred Skills Experience Proven ability build foster relationships clients proactive outreach follow-up Ability effectively engage communicate clients Thorough knowledge applicable bank branch policies procedures support systems Proven customer service interpersonal skills Experience using demonstrating digital products self-service technologies Ability explore identify customer true needs leveraging digitalfirst mindset Demonstrated basic level of proficiency making appropriate recommendations meet customers both reactively proactively Experienced industry preferred Location expectations This role requires working US Bank location five days week If there anything can accommodate disability during portion application hiring process refer disability accommodations applicants Benefits Our approach benefits total rewards considers whole selves needed thrive work outside that why benefits designed help family boost health protect security peace mind Include following some vary based role location hours Healthcare medical dental vision Basic term optional term life insurance Short-term long-term disability Pregnancy disability parental leave Employer retirement plan Paid vacation weeks depending salary grade tenure Up holiday opportunities Adoption assistance Sick Safe Leave accruals one hour thirty worked up eighty hours calendar year unless otherwise provided law U S Bank equal opportunity employer Consider qualified applicants without regard race religion color sex national origin age sexual orientation gender identity disability veteran status factors protected applicable law E Verify U S Bank participates Department Homeland Security E Verify program facilities located United States territories Internetbased employment eligibility verification system operated Citizenship Immigration Services Learn more about E Verify program The salary range reflects figures primary location listed first Actual range role differ based location addition salary comprehensive benefits package incentive recognition programs equity stock purchase pension eligible benefits Pay Range: $27.69
Job description
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