Client Relationship Consultant 2 (Banker) - South Hill, WA

U.S. Bank National Association•Puyallup, WA

9d•$30•Onsite

About The Position

Client Relationship Consultants at U.S. Bank build and foster relationships with customers, engaging them through various channels including in-person, by appointment, and virtually, while maintaining a digital-first mindset. The role involves providing counsel, assessing and addressing banking needs, processing customer and account information, and educating clients on available deposit and loan products and services. Consultants are expected to recommend solutions tailored to each customer's unique financial goals. This position requires proactive outreach, effective communication, and a working knowledge of consumer and business banking products, including digital offerings. Consultants provide an optimal client experience, handle basic transactions, collaborate with branch team members, open new accounts, complete service requests, submit credit applications, and educate clients on self-service digital tools. They leverage resources and technologies to ensure operational excellence and accuracy.

Requirements

High school diploma or equivalent
Minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Subject to the required NMLS registration process, which includes a criminal background and credit check
Ability to meet or maintain NMLS registration requirements, including maintaining a satisfactory criminal and credit record

Nice To Haves

Proven ability to build and foster relationships with clients through proactive outreach and follow up
Ability to effectively engage and communicate with clients
Thorough knowledge of applicable bank and branch policies, procedures and support systems
Proven customer service and interpersonal skills
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

Responsibilities

Build and foster relationships with clients through proactive outreach and follow up
Ask questions and learn about clients’ financial needs and banking channel preferences
Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients
Maintain a working knowledge of consumer and business banking products and services including digital products and services
Provide a consistent optimal client experience, including greeting clients and processing basic transactions
Develop collaborative partnerships with branch team members and partners to best serve clients
Open new consumer and business accounts, complete service requests and submit credit applications
Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs
Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

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
Incentive and recognition programs
Equity stock purchase
Pension