National Outreach Relationship Consultant

at  US Bank National Association

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

National Outreach Relationship Consultants 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.

The responsibilities of this role are as follows:

• Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking preferences.
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintain a working knowledge of consumer and business banking products and services including digital products and services.
• Support the process for customers to open new consumer accounts.
• Complete service requests and refer clients to appropriate US Bank resources and/or internal partners.
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverage 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
• Four to five years of customer service experience
• Four to five years of sales experience

PREFERRED SKILLS/EXPERIENCE

• Ability to build and foster relationships with clients through proactive outreach and follow up.
• Excellent verbal and written communication skills.
• Effective interpersonal skills with the ability to assess needs.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
• Experience in the financial services industry preferred

The responsibilities of this role are as follows:

• Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking preferences.
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintain a working knowledge of consumer and business banking products and services including digital products and services.
• Support the process for customers to open new consumer accounts.
• Complete service requests and refer clients to appropriate US Bank resources and/or internal partners.
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

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 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 la