Client Relationship Consultant ; Banker Westwood Cheviot, OH Office

Job Description

Client Relationship Consultants build and foster relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually. They assess and attend to customers’ banking needs, obtain and process customer and account information, demonstrate and educate clients on available deposit and loan products, and recommend solutions based on each customer’s unique goals and needs. They build and foster relationships through proactive outreach and follow up, ask questions and learn about their financial needs and channel preferences, identify solutions for new and existing clients, maintain knowledge of consumer and business banking products including digital offerings, provide an optimal client experience, and collaborate with branch team members to serve clients 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, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements may result in rescission of the offer or termination of employment.

• High school diploma or equivalent
• Typically a minimum of three to four years of job‑related retail banking experience or a combination of experience and commensurate training

• 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 proficiency in making appropriate recommendations that meet customers’ needs both reactively and proactively
• Experience in the financial services industry preferred

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. Our benefits include:

• 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

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 or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories. The E‑Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

Certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.