Client Relationship Consultant; Banker - Reno​/Sparks, NV

Job Description

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. 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 services, and recommending solutions based on each customer’s unique goals and needs.

They build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and banking channel preferences. They identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. They maintain a working knowledge of consumer and business banking products and services including digital products and services.

They provide a consistent optimal client experience, including greeting clients and processing basic transactions, and develop collaborative partnerships with branch team members and partners to best serve clients. They open new consumer and business accounts, complete service requests and submit credit applications. They proactively educate clients on emerging and self‑service digital products and services, and leverage available resources and technologies to optimize the client experience.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Failure to meet or maintain any NMLS registration requirements may result in rescission of the offer or termination of employment.

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

This role has multiple levels, open to candidates with 1 year to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience.

• High school diploma or equivalent
• Typically has a minimum of one to two 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
• Basic 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’s needs both reactively and proactively
• Experience in the financial services industry preferred

• 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’s needs both reactively and proactively
• Experience in the financial services industry preferred

• High school diploma or equivalent
• Typically has a minimum of four to five years of job‑related, retail banking experience or a combination of…