Talent.com
Premier Client Relationship Consultant
Premier Client Relationship ConsultantCharlotte Staffing • Charlotte, NC, US
Premier Client Relationship Consultant

Premier Client Relationship Consultant

Charlotte Staffing • Charlotte, NC, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Opportunity at U.S. Bank

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
  • Required to obtain FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 within six months of program enrollment

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 : $22.50 - $30.00

    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, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and / or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

    Posting may be closed earlier due to high volume of applicants.

    [job_alerts.create_a_job]

    Client Relationship Consultant • Charlotte, NC, US

    [internal_linking.similar_jobs]
    Client Relationship Specialist

    Client Relationship Specialist

    Brightway Insurance • Charlotte, NC, US
    [job_card.full_time]
    Established in 2008, Brightway has grown to become one of the largest privately-owned property / casualty insurance distribution companies in the U. Brightway is a purpose and core value-driven organi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Leasing Consultant

    Leasing Consultant

    The Scion Group • Latitude 49, Charlotte, North Carolina, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Want to learn more about The Scion Group? We are interested in every qualified candidate who is eli...[show_more]
    [last_updated.last_updated_30]
    Work From Home -Freelance Writer

    Work From Home -Freelance Writer

    Outlier • Statesville, NC, United States
    [filters.remote]
    [job_card.full_time]
    Additional pay available based on project performance.Freelance / 1099 contract — not an internship.Flexible hours — you choose when and how much to work. Weekly via our secure platform.Outlier, a pla...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wellness Beauty Consultant

    Wellness Beauty Consultant

    Palm Beach Tan - SVI Corporate, LLC • Fort Mill, SC, US
    [job_card.full_time]
    Join The Leader in The Industry!.We are seeking passionate, hardworking individuals to represent our brand.We offer a vibrant, professional work environment, perfect for a fun-seeking team player.E...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry-Level Sales Representative - Make An Impact Helping Others

    Entry-Level Sales Representative - Make An Impact Helping Others

    The Compass Business Group • Fort Mill, SC, US
    [job_card.full_time]
    Entry-Level Sales Representative Make an Impact Helping Others.Commission + optional 6-week base draw.Full-Time | Independent Contractor. Supplemental Insurance | B2B / Direct Sales.Our mission is s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Internet Sales Consultant

    Internet Sales Consultant

    Volkswagen of South Charlotte • Charlotte, NC, US
    [job_card.full_time]
    Have you been considering the automotive industry but don’t know how to break in? Do you have experience working with customers on a regular basis? Are you passionate about delivering a uniqu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Sales Representative

    Entry Level Sales Representative

    Business Athlete Association- Charlotte, NC Division • Rock Hill, SC, US
    [job_card.full_time]
    Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AVP - Cash Reconciliation

    AVP - Cash Reconciliation

    Vaco by Highspring • Fort Mill, SC, US
    [job_card.permanent]
    Our client is a well-established, Fortune 500 technology-enabled financial services organization experiencing ongoing growth and transformation. The company fosters a collaborative and dynamic cultu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Field Sales Representative

    Field Sales Representative

    TruGreen • Mount Mourne, NC, US
    [job_card.full_time]
    Quality Drive, Charlotte, North Carolina 28278.TruGreen accepts applications on an ongoing basis.As a TruGreen Field Sales Representative, you’ll be the welcoming face out in the neighborhood...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Consultant - Fiber Internet (Multi-Dwelling Unit Focus)

    Sales Consultant - Fiber Internet (Multi-Dwelling Unit Focus)

    Jiggsa • Charlotte, NC, US
    [job_card.full_time]
    Salary : Salary plus Commission.Are you a results-driven, tech-savvy sales enthusiast who thrives on connecting with customers and delivering exceptional experiences? Join us as a Sales Consultant a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Drive with Doordash - No CDL license needed

    Drive with Doordash - No CDL license needed

    DoorDash • Troutman, NC, United States
    [job_card.full_time]
    No CDL needed / No commercial drivers license.DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physician / Telemedicine / North Carolina / Permanent / Telemedicine Physician

    Physician / Telemedicine / North Carolina / Permanent / Telemedicine Physician

    QuickMD • Statesville, Iredell County, NC, US
    [job_card.permanent]
    About QuickMD : QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essenti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Consultant (Med-Spa)

    Sales Consultant (Med-Spa)

    Berman Skin Institute • Charlotte, NC, US
    [job_card.full_time]
    We are seeking a motivated and customer focused Sales Consultant with Front Desk capabilities to join our luxury medical spa team. This hybrid role combines sales, client relationship management, an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Representative

    Sales Representative

    Alpine Legacy Group • Rock Hill, SC, US
    [job_card.full_time]
    Join the Alpine Legacy Group Team.At Alpine Legacy Group, we’re passionate about helping our clients protect what matters most — and equally committed to helping our team members reach ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Client Relationship Manager

    Client Relationship Manager

    Cary Street Partners Financial LLC • Charlotte, NC, US
    [job_card.full_time]
    The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with emp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Outside Sales Consultant

    Entry Level Outside Sales Consultant

    Alleviation Enterprise LLC • Fort Mill, SC, US
    [job_card.full_time]
    Our company is actively seeking driven individuals who are eager to embark on a rewarding journey in the sales industry.This entry-level opportunity is perfect for those with or without prior sales...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Remote Financial Representative- Entry Level

    Remote Financial Representative- Entry Level

    Unlock Potential 360 • Statesville, NC, US
    [filters.remote]
    [job_card.full_time] +2
    LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry-Level Remote Sales Representative - (Full Training Provided)

    Entry-Level Remote Sales Representative - (Full Training Provided)

    Lifepro Recruitement • Rock Hill, SC, US
    [filters.remote]
    [job_card.full_time]
    LifePro Recruitment, is expanding nationwide and looking for motivated individuals to join our growing team of remote sales professionals. Whether you’re new to sales or already licensed, we p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]