Float Client Relationship Consultant 4 – Banker

• Build relationships with customers through face-to-face engagement and provide banking counsel
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Educate clients on available deposit and loan products and services
• Recommend financial solutions based on customers’ goals and needs
• Originate and close consumer loans
• Open accounts
• Open and/or close the branch
• Travel to assigned branch clusters within the district
• Cover traditional branches and in-store locations on a flexible schedule
• Report to the float pool manager at market level
• Act as a role model within supported branches
• Handle security and operational processes and procedures

• High school diploma or equivalent
• Typically five or more years of job-related retail banking experience, or a combination of experience and commensurate training
• 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 applicable bank and branch policies, procedures, and support systems
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience participating in sales campaigns/promotions
• Experience using and demonstrating digital products and self-service technologies
• Ability to identify customers’ true needs while leveraging a digital-first mindset
• Advanced proficiency in making appropriate proactive and reactive recommendations meeting customer needs
• Experience in the financial services industry preferred
• Ability to handle security and operational processes and procedures
• Ability to work under minimal supervision
• NMLS registration required under the S.A.F.E. Act of 2008 and Regulation Z
• Must complete required criminal background and credit checks
• Must be able to comply with U.S. Bank policies, Code of Ethics and Business Conduct, and workplace conduct and safety policies
• Must work from a U.S. Bank location for all scheduled work days
• Must be able to drive two or more hours per week

Demonstrates expertise in building client relationships and providing tailored financial solutions, with a strong understanding of retail banking products and services. Proficient in handling operational processes and ensuring compliance with banking regulations.

• Retail Banking Experience
• Client Relationship Management
• Financial Solutions Recommendation
• NMLS Registration
• Customer Service Skills

• Consumer Loan Origination
• Account Opening
• Knowledge of Banking Policies
• Sales Campaign Participation
• Digital Product Demonstration

• Effective Communication
• Interpersonal Skills
• Proactive Outreach

• NMLS Registration

• Financial Services
• Retail Products and Services
• Operational Processes
• Compliance
• U.S. Bank Policies

• Self-Service Technologies
• Digital Banking Products