Client Relationship Consultant 3 (Banker) - Ballard, WA
$60,486–$73,923 year
On-siteSeattle, Washington, United States
Job Summary
Greet clients in-person, by appointment, or virtually to provide counsel on banking needs, assess account information, and process transactions. Open new consumer and business accounts, complete service requests, and submit credit applications while educating clients on deposit, loan products, and self-service digital tools. Build relationships through proactive outreach and follow-up, asking questions to identify unique financial goals and recommending appropriate solutions based on customer needs. Maintain a working knowledge of consumer and business banking products and services, including digital offerings, to optimize the client experience with operational excellence and accuracy. This role requires NMLS registration under the SAFE Act and Regulation Z.
Required Qualifications
- High school diploma or equivalent
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Desired Qualifications
- Typically has a minimum four to five 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
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- 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 advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry
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