Client Relationship Consultant ; Banker - South Boulder Henderson Smiths

Job Description

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in‑person, by appointment, and virtually to provide the best possible counsel while adapting a digital‑first mindset.

Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and banking channel preferences.

Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients.

Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self‑service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

• Build relationships with customers through multiple channels and provide counsel with a digital‑first mindset.
• Assess customers’ banking needs, process account information, and demonstrate available products.
• Recommend solutions based on customers’ goals and needs.
• Proactively outreach, follow‑up, and learn about financial needs and channel preferences.
• Identify solutions for new and existing clients.
• Maintain knowledge of consumer and business banking products, including digital services.
• Provide optimal client experience: greet clients and process basic transactions.
• Develop partnerships with branch team members and partners to best serve clients.
• Open new consumer and business accounts, complete service requests, and submit credit applications.
• Educate clients on emerging self‑service digital products.
• Leverage resources and technologies for operational excellence and accuracy.

• High school diploma or equivalent.
• Typically has a minimum 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 level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

This role requires working from a U.S. Bank location for all scheduled work days.

• 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

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Failure to maintain registration requirements may result in rescission of the offer or termination of employment.

Pay Range: $20.25 - $24.75

U.S. Bank participates in the E‑Verify program in all U.S. facilities. Background checks are conducted in accordance with applicable local, state, and federal laws, including but not limited to the Los Angeles County Fair Chance Ordinance and California Fair Chance Act.

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.