Client Relationship Consultant ; Banker - UT-Lehi Smith's

Job Description

Client Relationship Consultant builds relationships with customers across multiple channels, providing counsel while adopting a digital‑first mindset.

• Engage customers in‑person, by appointment, and virtually to assess and attend to their banking needs.
• Obtain and process customer and account information, and demonstrate and educate clients on available deposit and loan products and services.
• Recommend solutions based on each customer’s unique goals and needs.
• Build and foster relationships through proactive outreach, follow‑up, and learning about clients’ financial needs and channel preferences.
• Identify solutions for new and existing clients by effectively engaging and communicating with them.
• Maintain a working knowledge of consumer and business banking products and services, including digital offerings.
• Provide a consistent 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.
• Proactively educate clients on emerging and self‑service digital products and services to meet their financial needs.
• Leverage available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.

• High school diploma or equivalent.
• Typically has a minimum of four to five 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.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Experience in participating in sales campaigns and promotions.
• 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 advanced proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.
• Experience in the financial services industry preferred.

Salary range: $21.94 – $26.82 per hour.

• 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 (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.

• National Mortgage Licensing System (NMLS) registration required under the S.A.F.E. Act of 2008 and Regulation Z.
• Subject to criminal background and credit check; failure to meet or maintain any NMLS registration requirements may result in rescission of offer or termination of employment.
• U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program.
• Background checks will comply with applicable local and federal laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
• U.S. Bank conducts background checks consistent with the requirements of various federal regulations and guidelines.

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.