Client Relationship Consultant ; Banker - Anacortes, WA
Listed on 2026-06-02
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Finance & Banking
Bank Customer Service
Job Description
- Build relationships with customers through multiple channels, including in‑person, by appointment, and virtually, to provide the best possible counsel.
- Establish trust and assess customers’ banking needs, obtaining and processing account information, and educating clients on deposit and loan products.
- Recommend solutions based on each customer’s unique goals and needs.
- Proactively reach out to clients, follow up, and learn about their financial needs and channel preferences.
- Identify solutions for new and existing clients by effectively engaging and communicating.
- Maintain a working knowledge of consumer and business banking products and digital services.
- Provide an optimal client experience, greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members to best serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients on emerging and self‑service digital products to meet their financial needs.
- Leverage resources and technologies to optimize the client experience with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Applicants must undergo the required registration process, which includes a criminal background and credit check. Failure to meet or maintain registration requirements may result in rescission of the offer or termination of employment.
Qualifications- Basic Qualifications
- High school diploma or equivalent.
- Typically a minimum of three to four years of retail banking experience, or a combination of experience and training.
- Preferred Skills and Experience
- Proven ability to build and foster client relationships through proactive outreach and follow‑up.
- Effective engagement and communication skills with clients.
- Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
- Strong customer service and interpersonal skills.
- Experience using and demonstrating digital products and self‑service technologies.
- Ability to explore and identify a client’s true needs while leveraging a digital‑first mindset.
- Basic proficiency in making appropriate recommendations reactively and proactively.
- Experience in the financial services industry is preferred.
- Healthcare (medical, dental, vision)
- Basic and optional life insurance
- Short‑term and long‑term disability
- Pregnancy disability and parental leave
- 401(k) and employer‑funded retirement plan
- Paid vacation (two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and safe leave (accrual of one hour per 30 hours worked, up to 80 hours per calendar year unless otherwise provided)
U.S. Bank is an equal‑opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected factors under applicable law.
Background checks are conducted consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance, California Fair Chance Act, San Francisco Fair Chance Ordinance, and Section
19 of the Federal Deposit Insurance Act. Certain positions may also be subject to FINRA, RegZ, RegG, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act, and federal guidelines. Applicants must comply with U.S. Bank policies, the Code of Ethics and Business Conduct, and related workplace conduct and safety policies.
U.S. Bank will consider qualified applicants with arrest or conviction records for employment.
U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program.
Pay Range: $21.68 – $26.50 per hour.
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