Elite Banking Client Relationship Advisor

U.S. Bank; Issaquah (WA); On-site; USD 52,000 - 63,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Parental leave

Life insurance

Disability

Job summary

U.S. Bank is seeking a Premier Client Relationship Consultant to build strong client relationships across in-person, by-appointment and digital channels. You will advise on deposits, loans and digital banking while coordinating with wealth management through FINRA referrals.

You will be responsible for originating consumer loans, opening and closing accounts, and maintaining a compliant, customer-first approach in a branch setting.

Qualifications

• High school diploma or equivalent required.
• FINRA SIE, Series 6 and Series 63 (or 66) registrations required.

Responsibilities

• Build relationships with customers through in-person, by-appointment, and virtual channels.
• Educate clients on deposit and loan products and services and tailor solutions.
• Originate and close consumer loans and open/close accounts; refer to wealth management.

Skills

FINRA registrations

SIE

Series 6

Series 63/66

Customer service

Interpersonal skills

Digital banking knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Premier Client Relationship Consultant to build strong client relationships across in-person, by-appointment and digital channels. You will advise on deposits, loans and digital banking while coordinating with wealth management through FINRA referrals.

You will be responsible for originating consumer loans, opening and closing accounts, and maintaining a compliant, customer-first approach in a branch setting.