Client Relationship Consultant ; Banker - Monroe, WA;
Listed on 2026-06-19
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Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales
Responsibilities
- Build relationships with customers using in-person, appointment, and virtual channels to provide counsel with a digital‑first mindset.
- Assess and attend to customers’ banking needs; obtain and process account information.
- Demonstrate and educate clients on available deposit and loan products and services, recommending solutions based on clients’ goals and needs.
- Proactively outreach and follow up, ask questions to learn about financial needs and banking channel preferences.
- Identify solutions for new and existing clients by effectively engaging and communicating.
- Maintain working knowledge of consumer and business banking products, 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.
- Educate clients on emerging and self‑service digital products and services to meet their needs.
- Leverage resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
- High school diploma or equivalent.
- Typically a minimum of four to five years of job‑related retail banking experience or a combination of experience and training.
- National Mortgage Licensing System (NMLS) registration under S.A.F.E. Act of 2008 and Regulation Z (subject to background and credit checks).
- Proven ability to build and foster client relationships through proactive outreach and follow‑up.
- Ability to effectively engage and communicate with clients.
- Thorough knowledge of 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/promotions.
- Experience with 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 recommendations that meet customer needs both reactively and proactively.
- Experience in the financial services industry preferred.
- Health, dental, and vision insurance.
- Basic 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 (2‑5 weeks depending on salary grade and tenure).
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of 1 hour per 30 hours worked, up to 80 hours per calendar year (unless otherwise provided by law).
- Additional benefits include incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (subject to eligibility).
Pay Range: $29.08 - 35.54
Hiring PoliciesU.S. Bank is an equal opportunity employer and participates in the U.S. Department of Homeland Security E‑Verify program. Applicants must be able to comply with U.S. Bank policies including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Background checks are consistent with applicable local laws (Los Angeles County Fair Chance Ordinance, California Fair Chance Act, San Francisco Fair Chance Ordinance) and federal guidelines. Certain positions may also require compliance with FINRA, NMLS registration, RegZ, RegG, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or other applicable regulations.
Posting may be closed earlier due to high volume of applicants.
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