Client Relationship Consultant 2 (Banker) - Petroglyph, NM

U.S. Bank•Albuquerque, NM

10d•$20 - $23•Onsite

About The Position

Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and respond to banking needs. The role involves assessing customers’ needs, obtaining and processing customer and account information, educating clients about deposit and loan products and services, and recommending solutions aligned with their goals. The consultant proactively builds and fosters client relationships through outreach and follow-up, learns customers’ financial needs and preferred banking channels, and communicates solutions to new and existing clients. The position maintains knowledge of consumer and business banking products and services, provides an optimal client experience, greets clients and processes basic transactions, and collaborates with branch team members and partners. Responsibilities also include opening consumer and business accounts, completing service requests, submitting credit applications, and educating clients about digital and self-service products and services. The consultant uses available resources and technologies to deliver an accurate, operationally excellent client experience. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check; failure to meet or maintain registration requirements may result in withdrawal of an offer or termination of employment. This role requires working from a U.S. Bank location on all scheduled work days.

Requirements

High school diploma or equivalent.
Typically, at least three to four years of job-related retail banking experience, or a combination of experience and commensurate training.
Must obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying required criminal background and credit checks.
Must work from a U.S. Bank location on all scheduled work days.

Nice To Haves

Proven ability to build and foster client relationships through proactive outreach and follow-up.
Ability to engage and communicate effectively with clients.
Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ true needs while applying a digital-first mindset.
Demonstrated basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
Financial services industry experience preferred.

Responsibilities

Build and foster relationships with clients through proactive outreach and follow-up.
Ask questions and learn about clients’ financial needs and preferred banking channels.
Identify solutions for new and existing clients by engaging and communicating effectively.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about emerging digital products and self-service technologies.
Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.