1 Premier Client Relationship Consultant (Banker) 4 - Lynnwood Terrace, WA (40hr) Job in Lynnwood, WA
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
U.S. Bank National Association is Hiring a Premier Client Relationship Consultant (Banker) 4 - Lynnwood Terrace, WA (40hr) Near Lynnwood, WA
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Job Description
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.
- High school diploma or equivalent
- Five or more years of customer service experience
- Five or more years of sales experience
- Required to obtain FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 within six months of program enrollment
- Two or more years of experience in investment sales and service
- 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.
Learn howthe way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.
Benefits:
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.
EEO is the Law
Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
E-Verify
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.
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.Job Summary
Full Time
Banking
12/09/2022
12/13/2022
usbank.com
CINCINNATI, OH
>50,000
1863
ANDREW CECERE
$10B - $50B
Banking
Related Companies
About U.S. Bank National Association
U.S. Bancorp, with nearly 70,000 employees and $554 billion in assets as of December 31, 2020, is the parent company of U.S. Bank National Association, the fifth-largest commercial bank in the United States. The Minneapolis-based bank blends its relationship teams, branches and ATM network with digital tools that allow customers to bank when, where and how they prefer. U.S. Bank is committed to serving its millions of retail, business, wealth management, payment, commercial, corporate, and investment customers across the country and around the world as a trusted and responsible financial partn...er. This commitment continues to earn a spot on the Ethisphere Institutes Worlds Most Ethical Companies list and puts U.S. Bank in the top 5% of global companies assessed on the CDP A List for climate change action. Visit usbank.com for more.
More
Show less
Similar Jobs
Popular Articles
