Float Client Relationship Consultant 4 – Banker

Jobtailor; Sparks (NV); On-site; USD 70,000 - 110,000; Full time

Job summary

U.S. Bank in Sparks, NV seeks an experienced banking professional to build client relationships and provide tailored financial solutions. The role includes educating clients on deposit and loan products, originating consumer loans, and processing accounts with a digital-first approach.

You will travel to branch clusters, support traditional branches and in-store locations on a flexible schedule, and report to the float pool manager. NMLS registration and background checks are required.

Qualifications

• High school diploma or equivalent is required.
• Five or more years of retail banking experience or equivalent training.
• Proven ability to build and foster client relationships.
• Ability to engage and communicate effectively with clients.
• Knowledge of bank policies, procedures, and support systems.
• Knowledge of retail products and services.
• Strong customer service and interpersonal skills.
• Experience participating in sales campaigns/promotions.
• Experience using digital products and self-service technologies.
• Ability to identify customers’ needs with a digital-first approach.
• Strong proactive and reactive recommendations.
• Experience in financial services preferred.
• Ability to handle security and operational processes.
• Ability to work with minimal supervision.
• NMLS registration required under SAFÉ Act and Reg Z.
• Criminal background and credit checks will be completed.
• Compliance with U.S. Bank policies and workplace conduct.
• Must work from a U.S. Bank location for all scheduled work days.
• Must be able to drive two or more hours per week.

Responsibilities

• 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

Skills

Retail Banking Experience

Client Relationship Management

Financial Solutions Recommendation

Customer Service Skills

NMLS Registration

Education

High school diploma or equivalent

Tools

Self-Service Technologies

Digital Banking Products

Job description

• 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

Requirements

• 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

Core Competencies

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.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

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

Soft Skills

• Effective Communication
• Interpersonal Skills
• Proactive Outreach

Certifications & Qualifications

• NMLS Registration

Industry Keywords

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

Tools & Technologies

• Self-Service Technologies
• Digital Banking Products