client development consultant

CAPTRUST

<div>Overview:
<div><b>
WHO are we looking for?</b></div><div></div><div><br>
CAPTRUST is seeking a <b><i>Client Management Consultant</i></b> who will work with one to several financial advisors to service and retain institutional client relationships, while also providing specialized support as the primary liaison to the recordkeeper for the Freedom401k program to ensure seamless operational coordination. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, among others:</div>
Responsibilities:
<ul><li>Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships, including partnering closely with Freedom401k Program Advisors as a point of contact for day-to-day inquiries related to recordkeeping, administration, and investments</li><li>
Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables</li><li>
Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisor, communicate recommendations and the timeline to all stakeholders</li><li>
Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients</li><li>
Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records, and plan documents in addition to recordkeeping and administration related items for Freedom401k Program</li><li>
Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients</li></ul>
Qualifications:
<div><i>
Minimum Qualifications:</i></div><ul><li>
A minimum of 6+ years' experience working in client services for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans</li><li>
Advanced understanding of Defined Contribution plan operations, recordkeeping systems. and administrative processes</li><li>
Understanding of retirement plans from an investment perspective</li><li>
Proficiency in navigating CRM systems and MS Office Suite</li></ul><div><i>
Desired Qualifications/Skills:</i></div><ul><li>
Working knowledge of ERISA guidelines and regulations</li><li>
Understanding of the various levels of investments including the fund managers and associated expenses; furthermore, how they fit into a plan's fund line-up and impact the plan participants</li><li>
Experience working with financial advisors</li><li>
Exceptional communication, problem solving, and relationship building skills</li></ul><div><b>
WHAT can you expect from your career at CAPTRUST?</b></div><div><br>
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.</div><div></div><div><br>
Our Employee Benefits Package shows how much we value our team. Some benefits include:</div><ul><li>
Company discretionary bonus.</li><li>
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.</li><li>
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.</li><li>
Paid time off (PTO) or Paid Sick Leave (PSL)</li></ul><div><b>
WHERE will you be working?</b></div><div></div><div><br>
4201 Congress St #160 | Charlotte, NC 28609</div><div></div><div><br>
or</div><div></div><div><br>
3000 Town Center #2650 | Southfield, Michigan 48075</div><div></div><div><br>
or</div><div></div><div><br>
8031 M-15 #200 | Clarkston, Michigan 48348</div><div></div><div><br>
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite</div><div></div><div><b><br>
HOW do we build a world class organization one brick at a time?</b></div><div><br>
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.</div><div></div><div><i><br>
Are you the next brick?</i></div><div><br>
To get it done the <i>CAPTRUST Way</i>, an individual should exhibit the following characteristics:</div><ul><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div><i>
EEO/Diversity Statement:</i></div><div><br>
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.</div><div></div><div><br>
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior</div><div></div><div><br>
This position will remain open until filled.</div></div>

Institutional Client Management Consultant

Lifeworks Wellness Center

<div><p><b>Job description:</b></p><p>
LifeWorks Wellness Center is seeking a <b>high-performing consultative sales professional</b> to join our team as a Patient Treatment Consultant.</p><p>
In this role, you will meet with patients after their practitioner consultation and guide them through their recommended treatment program. These programs may include diagnostic testing, supplements, and therapeutic services designed to address chronic health conditions and support long-term healing.</p><p>
This is a <b>face-to-face consultative sales role</b> focused on helping patients commit to the treatment plan that will begin their healing journey.</p><p>
LifeWorks Wellness Center is one of the largest integrative medical clinics in the United States and Florida&rsquo;s leading natural health clinic. Patients travel from around the world to receive care from our practitioners and begin personalized treatment programs designed to restore their health naturally.</p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Meet with patients following their practitioner consultation to review recommended treatment programs</p></li><li><p>
Clearly explain treatment plans, timelines, and program components including labs, supplements, and therapeutic services</p></li><li><p>
Guide patients through the decision-making process and help them commit to their treatment plan</p></li><li><p>
Finalize enrollment into treatment programs and collect payment</p></li><li><p>
Build strong relationships with patients throughout their treatment journey</p></li><li><p>
Follow up with prospective and current patients to ensure progress and continued engagement</p></li><li><p>
Maintain a pipeline of patients moving through treatment programs</p></li><li><p>
Collaborate with practitioners and clinical staff to ensure a seamless patient experience</p></li></ul><h2 class="jobSectionHeader"><b>
What Success Looks Like</b></h2><ul><li><p>
Confidently presenting and enrolling patients into treatment programs</p></li><li><p>
Building trust with patients seeking solutions for chronic health conditions</p></li><li><p>
Maintaining strong patient relationships throughout their care journey</p></li><li><p>
Consistently meeting enrollment and revenue goals</p></li></ul><h2 class="jobSectionHeader"><b>
Qualifications</b></h2><ul><li><p>
3 to 5 years of <b>face-to-face consultative sales experience</b></p></li><li><p>
Proven ability to build trust and guide clients through important purchasing decisions</p></li><li><p>
Experience in <b>healthcare, wellness, medical sales, or high-ticket consultative sales</b> is strongly preferred</p></li><li><p>
Strong communication and relationship-building skills</p></li><li><p>
Energetic, confident, and performance-driven</p></li><li><p>
Passion for helping people improve their health</p></li></ul><p><b>
Physical Demands of Position:</b> While performing the duties of this job, the individual must be able to sit, type and communicate on the phone for periods up to 8 hours at a time.</p><p><b>
Benefits:</b></p><ul><li>
Employer sponsored Health, dental and vision insurance</li><li>
Health savings account</li><li>
Employee discount</li><li>
Paid Time Off</li><li>
Holiday Pay</li><li><b>
Bonus potential</b></li><li>
Competitive base salary plus performance-based incentives. This role is designed for consultative sales professionals whose results directly impact their earning potential.</li></ul><p><i>
LifeWorks Wellness Center (LWC) is an equal employment opportunity employer. All individuals seeking employment are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, pregnancy status, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. Additionally, LWC will provide all reasonable accommodations for qualified individuals with known disabilities, unless doing so would result in undue hardship to the company.</i></p><p>
</p><p>PdCGbc3wCk</p></div>

Patient Treatment Consultant (Face-to-Face Consultative Sales)

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><div>
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.
<br>
<br>
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.
<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.
<br>
</div><div>Basic Qualifications
<br>
<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></div><div>Preferred Skills/Experience
<br>
<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></ul>- - Experience with using and demonstrating digital products and self-service technologies
<br>
<ul><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></div><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:</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>
Review our full benefits available by employment status here.
</p><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: $20.25 - 24.75<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/(Banker) - Mayfield Office

Smart brains technologies

<p>Job Overview</p><p>We are seeking a driven and confident Business Trainee to support our client acquisition and business growth activities. This role is suited for individuals who are comfortable communicating with potential clients, managing follow-ups, and contributing to commercial discussions. The trainee will interact with prospects, coordinate discussions, support negotiations, and ensure that all activities and outcomes are properly recorded in the company portal.</p><p>Key Responsibilities</p><ul><li>Reach out to prospective clients through calls and other communication channels to introduce company offerings.</li><li>Conduct regular follow-ups with leads and existing clients to maintain engagement and move discussions forward.</li><li>Assist in presenting solutions and addressing client inquiries.</li><li>Participate in pricing discussions and basic commercial negotiations under team guidance.</li><li>Coordinate meetings, product briefings, and proposal discussions with potential clients.</li><li>Maintain accurate records of conversations, progress updates, and outcomes on the company portal.</li><li>Monitor assigned opportunities and ensure timely follow-ups until completion.</li><li>Share client feedback and market insights with the internal team.</li><li>Support the team in meeting commercial objectives and expanding the client base.</li></ul><p>Requirements</p><ul><li>Bachelor&rsquo;s degree in Business, Management, Marketing, or a related field.</li><li>Strong verbal communication and confidence in speaking with clients.</li><li>Ability to handle discussions, objections, and follow-ups professionally.</li><li>Organized approach to maintaining records and updating activity logs in online systems.</li><li>Positive attitude, persistence, and willingness to learn in a fast-paced business environment.</li></ul><p>Working Hours</p><ul><li>Evening shift: <b>3:00 PM &ndash; 11:00 PM</b></li></ul><p>Compensation &amp; Career Growth</p><ul><li><b>Trainee Salary:</b> PKR <b>35,000</b> per month during the training period.</li><li>Upon successful completion of training, compensation will be <b>market competitive</b>.</li><li><b>High likelihood of conversion to a full-time role</b> based on performance.</li></ul><p>What We Offer</p><ul><li>Practical exposure to client engagement and commercial operations.</li><li>Structured learning and mentorship during the trainee period.</li><li>Opportunity to grow into long-term roles within the organization.</li><li>Supportive and professional working environment.</li></ul><p>Job Type: Full-time<br/>Work Location: In person</p><p>Job Type: Full-time</p><p>Application Question(s):</p><ul><li>Please confirm if you read the job description properly. ? (Save time both of us)</li></ul><p>Work Location: In person</p>

Client Development Trainee

<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><div>
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.<br>
<br>
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.<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.</div><p></p><div><b>
Basic Qualifications</b><br>
<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></div><p></p><div><b>
Preferred Skills/Experience</b><br>
<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></div><div>
#BranchWest</div><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:</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>
Review our full benefits available by employment status here.
</p><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: $20.25 - 24.75<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 (Banker) - Higley Rd - Gilbert, AZ

Al Tayer Stocks - Building & Interior Divisions

<div>
 &bull; To prepare AutoCAD drawings, based on the details provided by the Principals / Client / Consultant during project brief
 <br/>
 Functional Roles and Responsibilities
 <br/>
 &bull; Prepare all AutoCAD plans, sections, details specifications and schedules on time given by the principal / client / consultant during the project brief. Incorporate changes, if any, suggested by the client / consultant so as to ensure approval
 <br/>
 &bull; To survey site and prepare as built drawings, explain the details/ intricacies of drawing and ensure that the drawings are accurate and complete to facilitate timely execution of project
 <br/>
 &bull; To liaise with the Architects/ Project Managers and quantity surveyors to ensure they have a proper understanding of information contained in the design documents and respond as and when required to provide additional or supporting design information relevant during the project development
 <br/>
 &bull; Follow established computer protocols, formats and coordinate with other team members to ensure a consistency of drawing layout, style and presentation
 <br/>
 &bull; To check and ensure that all deliverables are accurate and in accordance with specified requirements, including project variations and amendments
 <br/>
 &bull; Review sketches, drawings, specifications provided by client / in-house architect and develop the drawings from concept to working drawings
</div>


Draughtsman - UAEN

<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><div>
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.<br>
<br>
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.<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.</div><p></p><div><b>
Basic Qualifications</b><br>
<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></div><p></p><div><b>
Preferred Skills/Experience</b><br>
<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></ul>
- - Experience with using and demonstrating digital products and self-service technologies<br>
<ul><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></div><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:</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>
Review our full benefits available by employment status here.
</p><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: $20.25 - 24.75<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 (Banker) - Loveland, CO

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