Talent.com
Client Relationship Consultant 2 (Banker) - Tryon St - Charlotte - NC
Client Relationship Consultant 2 (Banker) - Tryon St - Charlotte - NCCharlotte Staffing • Charlotte, NC, US
Client Relationship Consultant 2 (Banker) - Tryon St - Charlotte - NC

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

Charlotte Staffing • Charlotte, NC, US
19 days ago
Job type
  • Full-time
Job description

Client Relationship Consultant

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.

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 :

  • 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

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 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
  • 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.

    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 : $20.00 - $22.50

    Create a job alert for this search

    Relationship Banker • Charlotte, NC, US

    Related jobs
    Financial Consultant - Charlotte South

    Financial Consultant - Charlotte South

    Fidelity Investments • Charlotte, NC, United States
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
    Last updated: 14 days ago • Promoted
    Bank Float Sales & Service Representative (Float Teller)

    Bank Float Sales & Service Representative (Float Teller)

    First Citizens Bank • Fort Mill, SC, US
    Full-time
    Are you a people person? Be a First Citizens person.Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer ser...Show more
    Last updated: 15 days ago • Promoted
    Investment Consultant II - Merrill Premium

    Investment Consultant II - Merrill Premium

    Bank of America • Charlotte, NC, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show more
    Last updated: 30+ days ago • Promoted
    Financial Relationship Banker- South Park Charlotte NC

    Financial Relationship Banker- South Park Charlotte NC

    Huntington • Charlotte, NC, US
    Full-time
    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportu...Show more
    Last updated: 22 days ago • Promoted
    Relationship Banker - Trade and Tryon - Charlotte, NC

    Relationship Banker - Trade and Tryon - Charlotte, NC

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show more
    Last updated: 10 days ago • Promoted
    PT Sales Associate Cashier

    PT Sales Associate Cashier

    Food Lion • Statesville, NC, US
    Full-time
    Category / Area of Expertise : Retail Operations.Address : USA-NC-Statesville-3474 E Broad St Store Code : Store 01317 Front End (7221410). Food Lion has been providing an easy, fresh and affordable shop...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Associate I

    Customer Service Associate I

    Family Dollar • Statesville, NC, US
    Full-time
    We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...Show more
    Last updated: 30+ days ago • Promoted
    Verizon Sales Consultant

    Verizon Sales Consultant

    Cellular Sales • Statesville, 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 company tha...Show more
    Last updated: 30+ days ago • Promoted
    Tax Associate

    Tax Associate

    H&R Block • Fort Mill, SC, US
    Full-time
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 30+ days ago • Promoted
    Sr Client Comp Professional

    Sr Client Comp Professional

    LPL Financial • Fort Mill, SC, US
    Full-time
    Senior Client Compensation Professional.Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is wo...Show more
    Last updated: 23 days ago • Promoted
    Client Compensation Specialist

    Client Compensation Specialist

    TEKsystems • Fort Mill, SC, United States
    Full-time
    Handling and researching inquiries and requests through multiple contact points such as phone calls and email.First point of contact for assisting Advisors and their staff with inquiries and reques...Show more
    Last updated: 17 days ago • Promoted
    Commercial Counsel

    Commercial Counsel

    Daimler Truck North America • Fort Mill, SC, United States
    Full-time
    The Commercial Counsel is responsible for providing legal advice and counsel to strategic business units within DTNA and its North American subsidiaries on a wide range of commercial transactions a...Show more
    Last updated: 15 days ago • Promoted
    Relationship Banker II (Cornelius Branch)

    Relationship Banker II (Cornelius Branch)

    Regions Financial • Cornelius, NC, US
    Full-time
    At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti...Show more
    Last updated: 23 days ago • Promoted
    Client Advisor - Charlotte

    Client Advisor - Charlotte

    Tiffany & Co. • Charlotte, NC, US
    Full-time
    Job Title : Tiffany Client Advisor.We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellenc...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker

    Relationship Banker

    First National Bank of Pennsylvania • Statesville, 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 more
    Last updated: 30+ days ago • Promoted
    Relationship Associate - East

    Relationship Associate - East

    Genesis Capital LLC • Charlotte, NC, United States
    Full-time
    Genesis Capital (the "Company") is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, ren...Show more
    Last updated: 26 days ago • Promoted
    Business Insurance Analytics Associate

    Business Insurance Analytics Associate

    Marsh LLC • Statesville, NC, United States
    Full-time
    Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful w...Show more
    Last updated: 18 days ago • Promoted
    Institutional Client Relationship Associate - East

    Institutional Client Relationship Associate - East

    Allspring Global Investments • Charlotte, NC, United States
    Full-time
    Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show more
    Last updated: 16 days ago • Promoted