Client Relationship Consultant ; Banker - Seafood - Milpitas, CA

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and channel preferences.
• Identify solutions for new and existing clients and effectively engage and communicate with them.
• Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
• Provide a consistent optimal client experience, greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners 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 assist with meeting their financial needs.
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

• High school diploma or equivalent.
• Typically 3–4 years of job‑related retail banking experience or a combination of experience and training.
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Ability to build and foster client relationships through proactive outreach and follow‑up.
• Effective engagement and communication skills.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• 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.
• Proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.

• Experience in the financial services industry.

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

• Healthcare (medical, dental, vision)
• Basic term life insurance
• 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.