National Banking Relationship Consultant

Socket.dev

Tempe (AZ)

On-site

USD 56,000 - 69,000

Full time

4 days ago
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Benefits offered by this job

Healthcare
Life insurance
Disability insurance
Parental leave
401(k) retirement

Job summary

U.S. Bank in Tempe, AZ is seeking a National Outreach Relationship Consultant to proactively reach out to existing and potential customers through phone, email, chat, or video appointments, offering guidance on deposits and loans and tailoring solutions to each client’s goals.

The role emphasizes strong communication, client trust, and knowledge of banking products, with in-person presence required 3+ days per week at a U.S. Bank location and compliance with NMLS regulatory standards.

Qualifications

  • Requires strong client communication skills and the ability to build trustful relationships.
  • Experience in retail or financial services is preferred.
  • Must have NMLS registration compliance and related regulatory knowledge.

Responsibilities

  • Proactively call existing and potential customers to build relationships.
  • Educate clients on deposit and loan products and services.
  • Assess customer needs and recommend tailored banking solutions.
  • Maintain compliance with banking policies and licensing requirements.

Skills

Client relationships
Communication
Digital literacy
Active listening
Problem solving
Sales or advisory experience

Education

High school diploma or equivalent
NMLS registration (SAFE Act)

Job description

U.S. Bank in Tempe, AZ is seeking a National Outreach Relationship Consultant to proactively reach out to existing and potential customers through phone, email, chat, or video appointments, offering guidance on deposits and loans and tailoring solutions to each client’s goals.

The role emphasizes strong communication, client trust, and knowledge of banking products, with in-person presence required 3+ days per week at a U.S. Bank location and compliance with NMLS regulatory standards.

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