client consultant

Banner Bank

Please take time to review Banner Bank's Consent & Privacy notice before applying. <br> Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. <br> <b>Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b> on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. <br> More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. <br> With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. <br> As a <b>Client Relationship Consultant </b>you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate. <br><ul><li><p>Client Relationship Consultant Requirements</p><p><li>1 or more years of Client Relationship Consultant experience or similar experience required</li><li>NMLS registration or ability to obtain required</li><li>A passion for providing superior client service</li><li>Ability to analyze client needs and make appropriate recommendations based on financial data</li><li>Effective communication and advisory ability</li></p></li><li><p>Our Process</p><p><li>Complete a simple application and answer a few questions</li><li>Take a quick assessment that gives us a little more insight on your work style</li><li>Have a phone interview with the manager or recruiter</li><li>Have an on-site interview with the manager and another key member or two of the team</li><li>Get an offer if it's the right fit for you and Banner</li><li>Start working after a background check and kick-off an amazing career</li></p></li><li><p>Compensation & Benefits</p><p><li>Targeted starting hourly range (based on experience): $19.56 - $ 27.39/hr </li><li>Incentive potential</li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>401k (with up to 4% match)</li><li>Tuition reimbursement </li><li>Get more information at: Employee Benefits Banner Bank </li></p></li></ul>

Client Relationship Consultant

<div><div>More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.</div><div></div><div><br>
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.</div><div></div><div><br>
As a <b>Client Relationship Consultant </b>you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You&rsquo;ll also present tailored solutions that meet the client&rsquo;s specific financial needs or refer clients to other lines of business as appropriate.</div><div>
</div>
<h3 class="jobSectionHeader"><b>Client Relationship Consultant Requirements</b></h3><ul><li>
1 or more years of Client Relationship Consultant experience or similar experience required</li><li>
NMLS registration or ability to obtain required</li><li>
A passion for providing superior client service</li><li>
Ability to analyze client needs and make appropriate recommendations based on financial data</li><li>
Effective communication and advisory ability</li></ul><h3 class="jobSectionHeader"><b>
Our Process:</b></h3><ul><li>
Complete a simple application and answer a few questions</li><li>
Take a quick assessment that gives us a little more insight on your work style</li><li>
Have a phone interview with the manager or recruiter</li><li>
Have an on-site interview with the manager and another key member or two of the team</li><li>
Get an offer if it&rsquo;s the right fit for you and Banner</li><li>
Start working after a background check and kick-off an amazing career</li></ul><h3 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h3><ul><li>
Targeted starting hourly range (based on experience): $18.00 - $25.20/hr</li><li>
Incentive potential</li><li>
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>
Paid vacation time, sick time and 11 company paid holidays</li><li>
401k (with up to 4% match)</li><li>
Tuition reimbursement
</li><li>Get more information at: Employee Benefits \u007C Banner Bank</li></ul><div>
Please take time to review Banner Bank's Consent &amp; Privacy notice before applying.</div><div></div><div><br>
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.</div><div></div><div><b><br>
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b> on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.</div></div>

MetLife

<div><div><div><div><div><div>Location(s)
</div><div><ul><li>Posting Location: Brookfield, Wisconsin</li></ul><br>
</div></div></div></div></div><div><div><div><div><div>Country
</div><div>United States
</div></div><div><div>Working Schedule
</div><div>Full-Time
</div></div><div><div>Work Arrangement
</div><div>Hybrid
</div></div><div><div>Travel Required
</div><div>10%
</div></div><div><div>Relocation Assistance Available
</div><div>No
</div></div><div><div>Posted Date
</div><div>03-Dec-2025
</div></div><div><div>Job ID
</div><div>14187
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Description and Requirements
</b></h3></div></div><div><div><div><div><div><p><b>The Team You Will Join</b></p><p>
As a new hire in employee benefits services, you will participate in a comprehensive four-month training program that integrates structured classroom instruction with practical, on-the-job experience. This training is designed to deepen your knowledge of the employee benefits industry, develop your knowledge of MetLife&rsquo;s group benefits offerings, operational systems, and client service capabilities. Upon successful completion of the program, you will transition into the role of Client Service Consultant (CSC), where you will provide administrative support and client service to MetLife group insurance customers.</p><p></p><p><b><br>
The Opportunity</b></p><p>
The Client Service Consultant (CSC) is responsible for the day-to-day administrative service support of multiple Regional Market clients. This position is essential for understanding the customers&rsquo; needs and delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.</p><p>
This is an exciting opportunity to join an amazing team! Are you an experienced insurance professional passionate about building relationships? Do you possess great collaboration and communication skills? Do you like to innovate and identify process improvements? Then you would make a great client service consultant on our team.</p><p>
Success in this role requires excellent organizational, interpersonal, and communication skills, both written and verbal. The CSC is responsible for overall accountability for the day-to-day administration of multiple complex clients. You&rsquo;ll collaborate closely with internal MetLife teams in an environment where every contribution is respected, and every perspective is heard.</p><p><b><br>
How You&rsquo;ll Help Us Build a Confident Future (Key Responsibilities)</b></p><p>
Overall accountability for the day-to-day administration of multiple or complex clients, including:</p><ul><li>
Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams</li><li>
Responsible for providing exceptional customer service thru ongoing customer delivery and client satisfaction</li><li>
Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of client reports.</li><li>
Understands the detailed components and provisions in legal agreements between MetLife and the client and assists in facilitating the execution of contracts to ensure compliance</li><li>
Comprehends competitors&rsquo; products, industry trends and legal developments impacting business</li><li>
Firm knowledge of MetLife&rsquo;s group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems</li></ul><p><b><br>
What You Need to Succeed (Required Qualifications)</b></p><ul><li>
5+ years of equivalent experience within the insurance space.</li><li>
Excellent organizational, interpersonal, and communication skills, both written and verbal.</li><li>
Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible.</li><li>
General understanding of the U.S. economy and employee benefits industry.</li><li>
Proficiency in Microsoft Office software.</li><li>
Self-motivated to learn more about the business and proactive in personal development.</li></ul><p><b><br>
What Can Give You an Edge (Additional Skills)</b></p><ul><li>
Experience with group products such as Core, Disability, and Voluntary products.</li><li>
Ability to balance client expectations with MetLife capabilities.</li><li>
Proficient project management skills including problem-solving, attention to detail, analytical thinking, and decisiveness.</li></ul></div>
</div></div><div><div><div>The expected salary range for this position is $76,500 - $102,000. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.</div>
</div></div></div></div></div><div><div><div><div><div><b>Benefits We Offer</b><div><br>
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!</div>
</div></div><div><div><b>About MetLife</b><div><p><br>
Recognized on Fortune magazine's list of the &quot;World's Most Admired Companies&quot;, Fortune World&rsquo;s 25 Best Workplaces&trade;, as well as the Fortune 100 Best Companies to Work For&reg;, MetLife, through its subsidiaries and affiliates, is one of the world&rsquo;s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
</p><p></p><p>Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we&rsquo;re inspired to transform the next century in financial services. At MetLife, it&rsquo;s #AllTogetherPossible. Join us!</p></div><br>
</div></div></div></div></div><div></div><div><div><div><div><div><br>
<i>MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law (&ldquo;protected characteristics&rdquo;).</i><div></div><div><i><br>
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.</i><br>
<br>
<i>MetLife maintains a drug-free workplace.</i></div>
</div></div><div><div>$76,500 - $102,000</div></div></div></div></div></div>

Senior Client Service Consultant

MullenLowe Lintas Group

<div>
 <p>
  <strong>
   About the Company:
  </strong>
 </p>
 <p>
  MullenLowe Lintas is one of India&rsquo;s leading creative agencies and part of the global MullenLowe Group network. Known for its strategic thinking and creative excellence, the agency partners with some of the country&rsquo;s most loved brands building impactful, culture-shaping campaigns that drive business results.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About the Role:
  </strong>
 </p>
 <p>
  We are looking for a dynamic and proactive Servicing professional to join our team on an onsite-freelance basis. The ideal candidate will be responsible for managing client relationships, ensuring seamless coordination between internal teams, and delivering high-quality work within deadlines.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Contract Duration: 3 to 6 months
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Serve as the main point of contact between the client and internal teams (creative, strategy, production).
  </li>
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   Understand and interpret client briefs, ensuring clear communication and effective execution.
  </li>
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   Coordinate with cross-functional teams to manage campaigns from concept to delivery.
  </li>
  <li>
   Monitor project timelines, deliverables, and budgets.
  </li>
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   Prepare and present campaign reports, status updates, and performance evaluations.
  </li>
  <li>
   Build and maintain strong client relationships, ensuring client satisfaction and retention.
  </li>
  <li>
   Support in brainstorming sessions and contribute to creative discussions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What We&rsquo;re Looking For:
  </strong>
 </p>
 <ul>
  <li>
   1&ndash;10 years of relevant experience in Account Management / Client Servicing.
  </li>
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   Strong understanding of advertising processes and campaign management.
  </li>
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   Excellent communication, presentation, and coordination skills.
  </li>
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   Ability to multitask and manage multiple campaigns simultaneously.
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   Proactive, detail-oriented, and a team player with a problem-solving attitude.
  </li>
  <li>
   Must be available to work from the Gurgaon office.
  </li>
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   Immediate joiners preferred.
  </li>
 </ul>
</div>


Client Servicing Consultant

Terapage

<p><b>Location:</b> Remote (Global)</p><p><b>Salary:</b> 55,000 PKR to 70,000 PKR Per Month (Depending on performance during application, interview and demonstrated experience)<br/><b>Employment Type:</b> Full-time, Permanent<br/><b>Company:</b> Terapage (www.terapage.ai) - 20 Wenlock Road, London, United Kingdom, N1 7GU)</p><p><b>Work Schedule</b></p><p>-Standard hours: <b>9:00 AM &ndash; 6:00 PM PKT (Monday&ndash;Saturday)</b><br/>-Friday flexibility for prayer breaks.<br/>Remote-first culture with tools like <b>Slack</b>, <b>Zoho</b>, and <b>Jira</b>.</p><p><b>About Terapage</b></p><p>Terapage helps organisations understand the humans behind the data&mdash;what they feel, how they behave, and why they make decisions. We specialise in capturing real, raw, and rich human insights and transforming them into actionable strategies for our clients. Our platform enables businesses to deeply understand customer journeys, emotions, and experiences across digital and physical environments.</p><p><b>Role Overview</b></p><p>We are looking for a <b>Sales &amp; Onboarding Consultant</b> who will serve as a critical link between our marketing efforts, prospective clients, and long-term customer success.</p><p><b>You will:</b></p><ul><li>Convert inbound leads from the digital marketing agency and internal channels into paying customers</li><li>Deliver product demos and onboarding sessions</li><li>Reactivate warm/cold leads and nurture client relationships</li><li>Ensure alignment between marketing materials and product offerings</li><li>Manage accounts through their full journey, including upselling, cross-selling, and off-boarding</li></ul><p>This is a client-facing, communication-intensive role requiring fluency in English, strong negotiation skills, and an ability to understand the Terapage platform deeply.</p><p><b>Key Responsibilities</b> <b>Lead Handling &amp; Sales Conversion</b></p><ul><li>Receive, qualify, and convert leads generated by the digital marketing agency.</li><li>Conduct discovery calls to understand client needs, challenges, and fit.</li><li>Deliver persuasive product demonstrations via video calls.</li><li>Create and send tailored demo video recordings to prospects.</li><li>Prepare proposals, pricing packages, and follow-up communications.</li><li>Achieve and exceed monthly and quarterly sales targets.</li><li>Maintain detailed records of all interactions in CRM or Trello (or similar tools).</li></ul><p><b>Upselling, Cross-Selling &amp; Client Value Expansion</b></p><ul><li>Understand all product features, updates, and use cases deeply.</li><li>Identify opportunities for add-ons, upgrades, and complementary services.</li><li>Educate clients on additional features that can enhance their outcomes.</li></ul><p><b>Client Onboarding &amp; Account Management</b></p><ul><li>Provide smooth onboarding for all new clients, including initial setup and training.</li><li>Ensure clients fully understand how to use the platform effectively.</li><li>Monitor account activity, usage, and satisfaction.</li><li>Conduct regular check-ins to reinforce engagement.</li><li>Coordinate with internal teams to resolve technical or service issues efficiently.</li></ul><p><b>Reactivation &amp; Follow-Up Activities</b></p><ul><li>Consistently follow up with warm, cold, and dormant leads.</li><li>Implement nurturing sequences and personalised outreach messages.</li><li>Re-engage prospects who previously declined or paused interest.</li></ul><p><b>Marketing Alignment &amp; Feedback</b></p><ul><li>Review marketing materials, advertisements, and digital messaging for accuracy and alignment with real product capability.</li><li>Provide suggestions and feedback for improvements in communication, targeting, and messaging.</li><li>Collaborate closely with the digital marketing team to refine lead quality and campaign outcomes.</li></ul><p><b>Reporting &amp; Documentation</b></p><ul><li>Track and report sales pipeline progress, deal stages, and performance metrics.</li><li>Document onboarding steps and maintain updated client records.</li><li>Contribute insights to improve sales scripts, demo templates, and onboarding workflows.</li></ul><p><b>Skills &amp; Qualifications</b> <b>Required</b></p><ul><li>Proven experience in sales, client onboarding, or account management</li><li>Strong English communication skills (spoken and written)</li><li>Excellent negotiation, persuasion, and presentation abilities</li><li>Ability to conduct engaging video call demos</li><li>Confidence in converting leads into paying clients</li><li>Experience working with CRMs, pipeline management tools, or Trello</li><li>High reliability, strong follow-up discipline, and attention to detail</li><li>Ability to quickly learn technical products and explain them simply</li></ul><p><b>Preferred</b></p><ul><li>Experience in SaaS, research platforms, or digital tools</li><li>Background in marketing, sales consultancy, or customer success</li><li>Familiarity with outbound/inbound funnels and lead qualification</li><li>Ability to create quick demo videos or screen-recorded tutorials</li><li>Flexibility with working hours to meet client availability across regions</li></ul><p><b>What We Offer</b></p><ul><li>Competitive compensation package</li><li>Fully remote, flexible work environment</li><li>Growth opportunities in a fast-scaling organisation</li><li>Opportunity to directly impact sales, customer experience, and retention</li><li>Supportive and collaborative team culture</li></ul><p><b>How to Apply</b></p><p>Send your CV and a short cover letter explaining your experience in sales, onboarding, and client-facing communication to:<br/><b>careers@terapage.ai</b></p><p>Job Type: Full-time</p><p>Pay: Rs55,000.00 - Rs70,000.00 per month</p><p>Work Location: Remote</p>

Sales & Client Services Consultant

U.S. Bank

<p></p><div><p>At U.S. Bank, we&rsquo;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&mdash;all from Day One.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p><b>
$1500 SIGN ON BONUS</b></p><p>
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&rsquo; 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&rsquo;s unique goals and needs.</p><p></p><p>
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.</p><p></p><p>
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.</p><p></p><p>
This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4, Premier Client Relationship Consultant 4 and Premier Client Relationship Consultant 5. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.</p><p></p><p><b>
Client Relationship Consultant 2</b></p><p><b>
Basic Qualifications</b></p><ul><li>High school diploma or equivalent</li><li>Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul><p></p><p><b>
Preferred Skills/Experience</b></p><ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems</li><li>Proven customer service and interpersonal skills</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated basic level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul><p></p><p><b>
Client Relationship Consultant 3</b></p><p><b>
Basic Qualifications</b></p><ul><li>High school diploma or equivalent</li><li>Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul><p></p><p><b>
Preferred Skills/Experience</b></p><ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems</li><li>Thorough knowledge of all retail products and services</li><li>Proven customer service and interpersonal skills</li><li>Experience in participating in sales campaigns/promotions</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul><p></p><p><b>
Client Relationship Consultant 4</b></p><p><b>
Basic Qualifications</b></p><ul><li>High school diploma or equivalent</li><li>Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul><p></p><p><b>
Preferred Skills/Experience</b></p><ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Advanced knowledge of applicable bank and branch policies, procedures and support systems</li><li>Thorough knowledge of all retail products and services</li><li>Proven customer service and interpersonal skills</li><li>Experience in participating in sales campaigns/promotions</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul><p></p><p><br>
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.<br>
<br>
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.</p><p><b>
#BranchMW</b></p><p></p><p>
If there&rsquo;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.
</p><p></p><p><b>Benefits:</b></p><p>
Our approach to benefits and total rewards considers our team members&rsquo; 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):</p><ul><li><p>
Healthcare (medical, dental, vision)</p></li><li><p>
Basic term and optional term life insurance</p></li><li><p>
Short-term and long-term disability</p></li><li><p>
Pregnancy disability and parental leave</p></li><li><p>
401(k) and employer-funded retirement plan</p></li><li><p>
Paid vacation (from two to five weeks depending on salary grade and tenure)</p></li><li><p>
Up to 11 paid holiday opportunities</p></li><li><p>
Adoption assistance</p></li><li><p>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</p></li></ul><p></p><p>
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.</p><p></p><p><b>
E-Verify</b></p><p>
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.</p><p></p>
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 - $20.91<p></p><p>
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.</p><p></p><p>
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.</p><p></p><p><b>
Posting may be closed earlier due to high volume of applicants.</b></p></div>

Client Relationship Consultant 2-4 (Banker) - Omaha Area

Please take time to review Banner Bank's Consent & Privacy notice before applying. <br> Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. <br> <b>Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b> on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. <br> More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. <br> With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. <br> As a <b>Client Relationship Consultant </b>you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate. <br><ul><li><p>Client Relationship Consultant Requirements</p><p><li>1 or more years of Client Relationship Consultant experience or similar experience required</li><li>NMLS registration or ability to obtain required</li><li>A passion for providing superior client service</li><li>Ability to analyze client needs and make appropriate recommendations based on financial data</li><li>Effective communication and advisory ability</li></p></li><li><p>Our Process:</p><p><li>Complete a simple application and answer a few questions</li><li>Take a quick assessment that gives us a little more insight on your work style</li><li>Have a phone interview with the manager or recruiter</li><li>Have an on-site interview with the manager and another key member or two of the team</li><li>Get an offer if it's the right fit for you and Banner</li><li>Start working after a background check and kick-off an amazing career</li></p></li><li><p>Compensation & Benefits</p><p><li>Targeted starting hourly range (based on experience): $ 18 .00 - $ 25.20/hr </li><li>Incentive potential</li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>401k (with up to 4% match)</li><li>Tuition reimbursement </li><li>Get more information at: Employee Benefits Banner Bank </li></p></li></ul>

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