Premier Client Relationship Consultant 5 (Banker) - West Seattle, WA

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Disability insurance

Life insurance

Sick leave

Job summary

U.S. Bank is seeking Premier Client Relationship Consultants to deepen client relationships across in-person, appointment, and virtual channels, while leveraging digital banking tools to meet customer needs.

Responsibilities include originating consumer loans, opening accounts, and educating clients on deposit and loan products, with referrals to wealth management teams. FINRA registrations and background checks are required.

Qualifications

• High school diploma or equivalent required.
• Typically five+ years in retail banking or equivalent training.
• FINRA SIE, Series 6 and Series 63 (or Series 66) registrations required or equivalent.

Responsibilities

• Build relationships with customers via in-person, by appointment, and virtual channels.
• Educate clients on deposit and loan products and services.
• Originate and close consumer loans and open/close accounts.
• Provide digital banking solutions and guidance on self-service tools.
• Refer clients to wealth management teams as appropriate; maintain FINRA registrations.
• Adhere to regulatory requirements including E-Verify and background checks.

Skills

Customer service

Interpersonal skills

Digital banking knowledge

Branch banking experience

Education

High school diploma or equivalent

FINRA SIE

Series 6/63 or Series 7/66 registrations

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Premier Client Relationship Consultants complete all duties of a Client Relationship Consultant; building relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customer banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals. Consultants are also responsible for originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening and/or closing the branch. In addition to the Client Relationship Consultant duties, Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier Client Relationship Consultant. Premier Client Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6 (or Series 7) and Series 63 (or Series 66) registrations. Position is defined as a referral only registered representative. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

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

Preferred Skills/Experience

• Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems
• Advanced knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

Location expectations

This role requires working from a U.S. Bank location for all scheduled work days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $37.56 - 45.90

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Posting may be closed earlier due to high volume of applicants.