FINRA-Registered Client Relationship Consultant

US Bank; Issaquah (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Healthcare (medical)

401(k)

Paid vacation

Holiday opportunities

Adoption assistance

Job summary

U.S. Bank is seeking Premier Client Relationship Consultants to build trusted relationships with customers across in-person, appointment, and virtual channels, providing tailored guidance on deposits, loans, and digital banking solutions.

The role includes originating and closing consumer loans, opening accounts, and supporting branch operations. You will hold FINRA registrations (SIE, Series 6/7 and Series 63/66 as applicable) and NMLS as required, with a proven track record in retail banking

Qualifications

• High school diploma or equivalent
• Typically five or more years of job-related, retail banking experience or a combination of experience and commensurate training
• FINRA SIE, Series 6, and Series 63 (or Series 66) registrations

Responsibilities

• Build relationships with customers across in-person, by appointment, and virtual channels.
• Explain deposit and loan products and how they meet customers' goals.
• Originate and close consumer loans, open accounts, and support branch operations.

Skills

Customer service

Interpersonal skills

Digital products

Sales campaigns

Financial services

Retail product knowledge

Needs assessment

Product recommendations

Education

High School Diploma or equivalent

Job description

U.S. Bank is seeking Premier Client Relationship Consultants to build trusted relationships with customers across in-person, appointment, and virtual channels, providing tailored guidance on deposits, loans, and digital banking solutions.

The role includes originating and closing consumer loans, opening accounts, and supporting branch operations. You will hold FINRA registrations (SIE, Series 6/7 and Series 63/66 as applicable) and NMLS as required, with a proven track record in retail banking