Strategic Banking Relationships Consultant

U.S. Bank; Tempe (AZ); Vor Ort; USD 37.000 - 45.000; Vollzeit

Benefits dieser Stelle

Healthcare benefits

401(k) plan

Paid vacation

Zusammenfassung

U.S. Bank seeks a National Outreach Relationship Consultant to proactively contact customers and prospects by phone, email, chat, or video appointments to provide trusted financial counsel and to adapt to a digital-first mindset.

The role focuses on building strong client relationships, assessing banking needs, and recommending deposit and loan solutions while maintaining licensing and regulatory compliance. Location-based duties apply with on-site requirements.

Qualifikationen

• High school diploma or equivalent.
• Five or more years job related, retail banking experience or a combination of experience and commensurate training.
• Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record

Aufgaben

• National Outreach Relationship Consultant will build relationships by proactively calling existing and potential customers, engaging them via multiple channels including by phone, email, chat or virtually and by phone or video appointment 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

Kenntnisse

Effective client communication

Active listening

Problem-solving

Digital technology proficiency

Financial services knowledge

Ausbildung

High school diploma or equivalent

Jobbeschreibung

U.S. Bank seeks a National Outreach Relationship Consultant to proactively contact customers and prospects by phone, email, chat, or video appointments to provide trusted financial counsel and to adapt to a digital-first mindset.

The role focuses on building strong client relationships, assessing banking needs, and recommending deposit and loan solutions while maintaining licensing and regulatory compliance. Location-based duties apply with on-site requirements.