Client Relationship Consultant 1-4 (Banker) – Eastern, WA (25-40 hrs)
About The Position
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. 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. We’re looking for people who want more than just a job – who want to make a difference in the communities where we live and work. Apply today and explore what’s possible with a career at U.S. Bank. 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
- Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training (for CRC 1)
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training (for CRC 2)
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training (for CRC 3)
- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training (for CRC 4)
- 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 (for CRC 1)
- Thorough knowledge of applicable bank and branch policies, procedures and support systems (for CRC 2 & 3)
- Advanced knowledge of applicable bank and branch policies, procedures and support systems (for CRC 4)
- Thorough knowledge of all retail products and services (for CRC 3 & 4)
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions (for CRC 3 & 4)
- 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 (for CRC 1 & 2)
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively (for CRC 3 & 4)
- Experience in the financial services industry preferred
- Previous supervisory experience preferred (for CRC 4)
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
