Client Relationship Consultant 3 - Queen Anne - Seattle, WA
About The Position
At U.S. Bank, Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual channels, using a digital-first mindset to provide counsel. They assess and address customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role fosters client relationships through proactive outreach and follow-up, identifying financial needs and preferred banking channels. Consultants provide a consistent client experience, process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications. They maintain knowledge of consumer and business banking products, including digital services; educate clients about digital and self-service options; collaborate with branch team members and partners; and use available resources and technology to deliver accurate, operationally excellent service. This 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, including a satisfactory criminal and credit record, may result in rescission of an offer or termination of employment. The role requires working from a U.S. Bank location on all scheduled work days.
Requirements
- High school diploma or equivalent.
- Typically, a minimum of four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including successful completion of the required criminal background and credit checks.
- Ability to 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 effectively engage and communicate with clients.
- Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
- Thorough knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ true needs while leveraging a digital-first mindset.
- Advanced proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
- Experience in the financial services industry.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions to learn clients’ financial needs and banking channel preferences.
- Identify solutions for new and existing clients through effective engagement and communication.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent client experience, greet clients, and process basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients about emerging and self-service digital products and services.
- Use available resources and technologies to optimize the client experience and provide accurate, operationally excellent service.
- Complete the required NMLS registration process and maintain registration requirements.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- 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.
- Incentive and recognition programs.
- Equity stock purchase 401(k) contribution and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
