Client Relationship Consultant 1
11 hours ago
Job DescriptionClient 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 of one to two years of job-related, retail banking experience or a combination of experience and commensurate trainingPreferred 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 - Basic 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 preferredBenefits: 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):Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.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 - $21.15
-
Branch Banking Client Consultant I
2 weeks ago
Corona, United States Flagstar Bank Full timePosition TitleBranch Banking Client Consultant ILocationCorona, NY 11368Job SummaryA Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the...
-
Branch Banking Client Consultant I
5 days ago
Corona, California, United States Flagstar Bank Full timePosition TitleBranch Banking Client Consultant ILocationCorona, NY 11368Job SummaryA Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the...
-
Senior Client Manager
4 weeks ago
Corona, United States Marsh McLennan Full timeMercer Job Opportunity We are seeking a talented individual to join our Region Market Development team and manage a portfolio of large/jumbo client accounts at Mercer. This role will be based in either our Norwalk, CT or New York office. You will play a critical role in establishing trusted advisor relationships with our Tri-State clients, working with top...
-
Branch Banking Client Consultant I
2 weeks ago
Corona/- Street/, United States Flagstar Bank Full time $40,000 - $80,000 per yearPosition TitleBranch Banking Client Consultant ILocationCorona, NY 11368Job SummaryA Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the...
-
Customer Solutions Consultant
3 weeks ago
Corona, United States Kenneth Brown Agency Full timeOverviewJoin to apply for the Customer Solutions Consultant role at Kenneth Brown Agency.We are seeking motivated individuals who want to grow into a sales career with structured training and mentorship.What You’ll Be DoingEngaging with potential clients. Speak with people who are already interested in our solutions—no cold calling.Providing real...
-
Client Services Representative
2 weeks ago
Corona, United States Casella Inc Full timeClient Services Representative The Client Services Representative communicates with commercial and large industrial companies across the United States and Canada, building relationships, while managing the facilities' waste and byproducts into various outlets. The individual understands their dedicated accounts business and assists in determining which of...
-
Information Technology Consultant
3 days ago
Corona, California, United States Onsite Computing, Inc. Full timeCompany DescriptionFounded in 2001, Onsite Computing, Inc. delivers exceptional IT services to businesses, government entities, and non-profits. With a team of certified local technicians, we focus on streamlining technology solutions to enhance productivity and reduce costs for our clients. At Onsite Computing, Inc., we leverage our expertise so our clients...
-
Travel Consultant
2 weeks ago
Corona, United States Auto Club Of Southern Calif Full timeTravel Consultant Discovering the World- One Member at a Time! A love of travel attracts many people to the field, but to succeed a Travel Consultant must be passionate about travel and the endless opportunities it brings to bridge history, cultures and cuisine. Successful Travel Consultant must have a strong sales drive, organizational skills with an eye...
-
Solar Sales Consultant
4 weeks ago
Corona, United States Sunrun Full timeSolar Sales Consultant Join to apply for the Solar Sales Consultant role at Sunrun. Ever since we started in 2007, Sunrun has been at the forefront of connecting people to the cleanest energy on Earth. It’s why we’ve become the #1 home solar and battery company in America. Today, we’re on a mission to change the way the world interacts with energy, and...
-
Travel Consultant
2 weeks ago
Corona, CA, United States American Automobile Association Full timeTravel Consultant Discovering the World- One Member at a Time! A love of travel attracts many people to the field, but to succeed a Travel Consultant must be passionate about travel and the endless opportunities it brings to bridge history, cultures and cuisine. Successful Travel Consultant must have a strong sales drive, organizational skills with an eye...