Client Relationship Consultant ; Banker - Taos Southside, NM

Job Description

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in‑person, by appointment, and virtually to provide best possible counsel while adopting 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 recommending solutions based on each customer’s unique goals and needs.

Responsibilities include:

• Build and foster relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and banking 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 products.
• Provide a consistent optimal client experience, including 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.
• 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 three to four years of job‑related retail banking experience or a combination of experience and 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 needs both reactively and proactively.
• Experience in the financial services industry preferred.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Candidates must complete the required registration process, which includes a criminal background and credit check.

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

All 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. Background checks will be conducted consistent with local, state, and federal laws and regulations, including but not limited to the Los Angeles County Fair Chance Ordinance, California Fair Chance Act, San Francisco Fair Chance Ordinance, and other applicable requirements.