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

Client Relationship Consultant - U.S. Bank

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.

Responsibilities include:

• Establishing and maintaining strong client relationships 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.
• Proactively reaching out to and following up with clients, asking questions, learning about their financial needs and banking channel preferences.
• Identifying solutions for new and existing clients, effectively engaging and communicating with clients.
• Maintaining a working knowledge of consumer and business banking products and services, including digital products and services.
• Providing a consistent optimal client experience, greeting clients and processing basic transactions.
• Developing collaborative partnerships with branch team members and partners to best serve clients.
• Opening new consumer and business accounts, completing service requests, and submitting credit applications.
• Proactively educating clients on emerging and self‑service digital products and services to assist with meeting their financial needs.
• Leveraging available resources and technologies to optimize the client experience and serve clients with 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 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 needs both reactively and proactively.
• Experience in the financial services industry preferred.

The position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The candidate will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of the offer or termination of employment.

• 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

Pay Range: $20.00 – $23.00 per hour. The actual range may differ based on the location of the role.

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. Background checks are performed in accordance with applicable local laws and federal regulations, including Section 19 of the Federal Deposit Insurance Act, and may also be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and other applicable guidelines.

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.