Client Relationship Consultant – 2-4

Jobtailor; Denver (CO); On-site; USD 42,000 - 66,000; Full time

Job summary

Jobtailor is seeking a Client Relationship Consultant to engage customers in person, by appointment, and online, assessing banking needs and presenting tailored deposit and loan solutions.

You will process new accounts, educate clients on digital tools, and collaborate with branch teams while maintaining compliance with NMLS and Regulation Z.

Qualifications

• High school diploma or equivalent.
• Minimum one year of job-related, retail banking experience or a combination of experience and commensurate training for the multiple-level role.
• NMLS registration required under the S.A.F.E. Act of 2008 and Regulation Z.
• Criminal background and credit checks required for NMLS registration.
• Maintain satisfactory criminal and credit records for NMLS registration.
• Ability to comply with U.S. Bank policies, Code of Ethics and Business Conduct, and workplace conduct and safety policies.

Responsibilities

• Build relationships with customers through in-person, appointment-based, and virtual interactions
• Assess customers’ banking needs and obtain and process customer and account information
• Demonstrate and educate clients on deposit and loan products and services
• Recommend solutions based on customers’ goals and needs
• Conduct proactive outreach and follow-up with clients
• Maintain knowledge of consumer and business banking products, services, and digital tools
• Greet clients and process basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Educate clients on emerging and self-service digital products and services
• Leverage resources and technologies to optimize client experience and operational accuracy

Skills

Banking Products Knowledge

Account Opening

Transaction Processing

Credit Application Submission

Service Request Completion

Education

High School Diploma

Tools

Digital Banking Tools

Self-Service Banking Solutions

Job description

• Build relationships with customers through in-person, appointment-based, and virtual interactions
• Assess customers’ banking needs and obtain and process customer and account information
• Demonstrate and educate clients on deposit and loan products and services
• Recommend solutions based on customers’ goals and needs
• Conduct proactive outreach and follow-up with clients
• Maintain knowledge of consumer and business banking products, services, and digital tools
• Greet clients and process basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Educate clients on emerging and self-service digital products and services
• Leverage resources and technologies to optimize client experience and operational accuracy

Requirements

• High school diploma or equivalent
• Minimum one year of job-related, retail banking experience or a combination of experience and commensurate training for the multiple-level role
• Client Relationship Consultant 1: typically one to two years of job-related, retail banking experience or equivalent combination of experience and training
• Client Relationship Consultant 2: typically three to four years of job-related, retail banking experience or equivalent combination of experience and training
• Client Relationship Consultant 3: typically four to five years of job-related, retail banking experience or equivalent combination of experience and training
• National Mortgage Licensing System (NMLS) registration required under the S.A.F.E. Act of 2008 and Regulation Z
• Required NMLS registration process includes criminal background and credit checks
• Must maintain satisfactory criminal and credit records for NMLS registration
• Ability to comply with U.S. Bank policies, Code of Ethics and Business Conduct, and workplace conduct and safety policies

Core Competencies

Demonstrates expertise in client relationship management and retail banking operations, with a strong focus on assessing customer needs and providing tailored banking solutions. Maintains compliance with regulatory requirements and leverages digital tools to enhance client experiences.

Highest-signal resume keywords

• Retail Banking Experience
• Client Relationship Management
• NMLS Registration
• Customer Needs Assessment
• Digital Banking Products

ATS Optimization Keywords

Hard Skills

• Banking Products Knowledge
• Account Opening
• Transaction Processing
• Credit Application Submission
• Service Request Completion

Soft Skills

• Relationship Building
• Proactive Outreach
• Collaboration
• Client Education
• Communication

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Consumer Banking
• Business Banking
• S.A.F.E. Act Compliance
• Regulation Z
• Code of Ethics

Tools & Technologies

• Digital Banking Tools
• Self-Service Banking Solutions