Talent.com
Premier Client Relationship Consultant 5 / (Banker) - Franklin, TN Office

Premier Client Relationship Consultant 5 / (Banker) - Franklin, TN Office

Charlotte StaffingCharlotte, NC, US
15 hours ago
Job type
  • Full-time
Job description

Job Title

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 atall from Day One.

Premier Client Relationship Consultants complete all duties of a Client Relationship Consultant; building 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 customer banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals. Consultants are also responsible for originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening and / or closing the branch. In addition to the Client Relationship Consultant duties, Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier Client Relationship Consultant. Premier Client Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6 (or Series 7) and Series 63 (or Series 66) registrations. Position is defined as a referral only registered representative. 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.
  • Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training.
  • FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 or equivalent FINRA registrations.

Preferred Skills / Experience :

  • Advanced 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.
  • 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.
  • 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 :

  • 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
  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

    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 : $25.63 - $34.18

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws.

    Create a job alert for this search

    Client Relationship Consultant • Charlotte, NC, US

    Related jobs
    • Promoted
    Banking Consulting Client Partner

    Banking Consulting Client Partner

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Banking Consulting Client Partner.NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward...Show moreLast updated: 3 days ago
    • Promoted
    Client Relationship Consultant 3 (Banker) - South Blvd - Charlotte - NC

    Client Relationship Consultant 3 (Banker) - South Blvd - Charlotte - NC

    U.S. BancorpCharlotte, NC, US
    Full-time
    Client Relationship Consultant.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 s...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Clinical Therapist (LISW-CP / LPC / LMFT)

    Licensed Clinical Therapist (LISW-CP / LPC / LMFT)

    LifeStance HealthClover, SC, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    Freelance Data Collector

    Freelance Data Collector

    Prime InsightsMooresville, NC, US
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Client Relationship Consultant 2 (Banker) - Tryon St - Charlotte - NC

    Client Relationship Consultant 2 (Banker) - Tryon St - Charlotte - NC

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Client Relationship Consultant.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 s...Show moreLast updated: 15 hours ago
    • Promoted
    Personal Banker Associate I - Columbia, SC and Surrounding Areas

    Personal Banker Associate I - Columbia, SC and Surrounding Areas

    Fifth Third BankFort Mill, SC, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 30+ days ago
    • Promoted
    Premier Relationship Banker II

    Premier Relationship Banker II

    First Citizens BankCharlotte, NC, US
    Full-time
    This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners.Strengthens and m...Show moreLast updated: 30+ days ago
    • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion EdgeLincolnton, NC, US
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show moreLast updated: 4 days ago
    • Promoted
    Retail Sales Consultant

    Retail Sales Consultant

    SPECTRUMMonroe, NC, US
    Full-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $22.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 4 days ago
    • Promoted
    Business Execution Consultant 4 / LoanIQ

    Business Execution Consultant 4 / LoanIQ

    The Judge GroupCharlotte, NC, US
    Full-time
    Charlotte, NC – CIC (Hybrid : 3 days onsite / 2 days remote).LoanIQ – must be using it currently • • • - MUST.Deep understanding of SYNDICATED credit agreement. We're seeking a seasoned Business Executi...Show moreLast updated: 28 days ago
    • Promoted
    • New!
    Client Relationship Consultant 3 (Banker) - South Blvd - Charlotte - NC

    Client Relationship Consultant 3 (Banker) - South Blvd - Charlotte - NC

    Charlotte StaffingCharlotte, NC, US
    Full-time
    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 b...Show moreLast updated: 15 hours ago
    • Promoted
    Mental Health Therapist

    Mental Health Therapist

    SonderMind CareersMooresville, NC, US
    Full-time
    SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....Show moreLast updated: 6 days ago
    • Promoted
    Relationship Banker

    Relationship Banker

    First National Bank of PennsylvaniaStatesville, NC, United States
    Full-time
    Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible f...Show moreLast updated: 30+ days ago
    • Promoted
    Verizon Sales Consultant

    Verizon Sales Consultant

    Cellular Sales Verizon Authorized RetailerStatesville, NC, US
    Full-time
    Average and High-End Sales Consultants earn $61000 – $143000 + / year.Are you determined to grow your job into a career, in a fast-paced thriving environment? Cellular Sales is the one, a comp...Show moreLast updated: 30+ days ago
    • Promoted
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    DynataLincolnton, NC, US
    Full-time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show moreLast updated: 4 days ago
    • Promoted
    Oracle CC&B Functional Consultant

    Oracle CC&B Functional Consultant

    Enbridge Employee Services IncGastonia, NC, United States
    Full-time
    Are you someone who thrives in a fast-paced, innovative environment? Enbridge is looking for a highly motivated individual for the position of Technical Manager on the USUI Program team.The incumbe...Show moreLast updated: 30+ days ago
    • Promoted
    Automotive Sales Consultant- 5 Day Workweek!- No Sunday's!!

    Automotive Sales Consultant- 5 Day Workweek!- No Sunday's!!

    Classic Volkswagen of GastoniaGastonia, North Carolina, US
    Part-time
    Looking for a job that combines competitive pay with good culture? Have you been considering the automotive industry but don't know how to break in? Are you a car enthusiast and have experience wor...Show moreLast updated: 2 days ago
    • Promoted
    Bilingual Retail Sales Consultant

    Bilingual Retail Sales Consultant

    SPECTRUMGaston, NC, US
    Full-time +1
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $23.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 4 days ago