Client Relationship Consultant 1-4 (Banker) – Seattle, WA

U.S. Bank National Association•Seattle, WA

4d•$25 - $30•Onsite

About The Position

Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch. 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. This role has multiple levels, open to candidates with [1 year to 5 years minimum experience in customer service and sales]. The successful candidate will be hired for the level of the position that aligns with their experience.

Requirements

High school diploma or equivalent
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
Subject to required registration process, including criminal background and credit check.
Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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
Basic 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
Thorough knowledge of applicable bank and branch policies, procedures and support systems
Thorough knowledge of all retail products and services
Experience in participating in sales campaigns/promotions
Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
Previous supervisory experience preferred

Responsibilities

Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
Assess and attend to customers’ banking needs.
Obtain and process customer and account information.
Educate clients on available deposit and loan products and services.
Recommend financial solutions based on each customer’s unique goals and needs.
Originate and close consumer loans.
Open accounts.
Open and/or close the branch.

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
401(k) contribution and pension (all benefits are subject to eligibility requirements)