- High school diploma or equivalent
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
- 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 applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred
- 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
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Client Relationship Consultant
2 weeks ago
Principal Financial Group Downers Grove, United StatesWhat You'll Do: · As a **Client Relationship Consultant**, you will partner closely with our Sales team and Broker partners to: · - Deliver upon a strategic relationship plan that includes quarterly/annual goals · - Provide expert renewal analysis · - Deliver outstanding service ...
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Client Relationship Consultant
2 days ago
Principal Financial Group Downers Grove, United StatesWhat You'll Do: · As a **Client Relationship Consultant**, you will partner closely with our Sales team and Broker partners to: · - Deliver upon a strategic relationship plan that includes quarterly/annual goals · - Provide expert renewal analysis · - Deliver outstanding service ...
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Relationship Manager, Asset Servicing Consultant
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Northern Trust Corp. Chicago, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
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Client Relationship Consultant 1-4
1 week ago
U.S. Bank National Association Skokie, United StatesAt 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 ...
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Client Relationship Consultant
1 week ago
The Principal Financial Group Downers Grove, United StatesAs a Client Relationship Consultant, you will partner closely with our Sales team and Broker partners to: Deliver upon a strategic relationship plan that includes quarterly/annual goals Provide expert renewal analysis Deliver outstanding service and Client Relations, Relationship ...
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Client Relationship Consultant
6 days ago
Principal Financial Group Downers Grove, United StatesWhat You'll Do · As a Client Relationship Consultant, you will partner closely with our Sales team and Broker partners to: · * Deliver upon a strategic relationship plan that includes quarterly/annual goals · * Provide expert renewal analysis · * Deliver outstanding service and s ...
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Client Relationship Consultant
6 days ago
Principal Financial Group Downers Grove, United States**What You'll Do** · As a **Client Relationship Consultant** , you will partner closely with our Sales team and Broker partners to: · + Deliver upon a strategic relationship plan that includes quarterly/annual goals · + Provide expert renewal analysis · + Deliver outstanding serv ...
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Beauty Team Leader
1 week ago
Target Palatine, United StatesThe pay range per hour is $ $40.40 · **ALL ABOUT TARGET** · Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here. · **ALL ABOUT BEAUTY** · The Beauty team in Core ...
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AIT Worldwide Logistics, Inc. Palatine, United StatesIntroduction: · **_ Come move the world with us_** · Wake up each day to be part of a **_global movement_**. A movement to make an impact. A movement to go for it A movement to provide best-in class solutions. A movement to be empowered. A movement to do the right thing. · Make A ...
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Customer Experience Lead
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Client Relationship Consultant 1
1 week ago
US Bank Bloomingdale, United StatesAt 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 ...
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Client Relationship Consultant 2
1 week ago
US Bank Bensenville, United StatesAt 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 ...
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Client Relationship Consultant 2
1 week ago
U.S. Bank Bensenville, United StatesAt 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 ...
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Client Relationship Consultant 2
3 days ago
US Bank Bensenville, United StatesJob Description · 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 ...
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Aviation Project Manager
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Small Business Client Service Manager
1 week ago
Gallagher Rolling Meadows, United StatesAbout Us: · Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, s ...
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Retirement Plan Consultant
1 week ago
Gallagher Rolling Meadows, United StatesAbout Us: · Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments w ...
Client Relationship Consultant 2 - Palatine, United States - U.S. Bank
Description
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.
Job Description
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
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.
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
Preferred Skills/Experience
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 ) .
Benefits:
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):
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 ) EEO 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 ) .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $ $ $27.50
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
Client Relationship Consultant 2 professionals in Palatine
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Hetarth S.
Biomedical Engineering Student