Senior Client Relationship Advisor (Banking)

Us Bank

Seattle (WA)

On-site

USD 45,543 - 55,655

Full time

14 days+

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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) retirement plan
Paid vacation
Up to 11 paid holidays
Sick leave and parental leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You will build trust-based relationships, assess banking needs, and educate clients on products and services to advise best-fit solutions.

The role involves proactive client outreach, cross-selling opportunities, and collaboration with branch teams to ensure accurate processing of transactions and credit applications. Knowledge of digital banking tools is essential.

Qualifications

  • High school diploma or equivalent.
  • Typically 5+ years of retail banking experience or equivalent training.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up.
  • Effectively engage and communicate with clients to assess and meet their banking needs.
  • Educate clients on deposit and loan products and services and propose suitable solutions.
  • Open accounts, process service requests, and submit credit applications.
  • Promote digital products and self-service banking options to enhance the client experience.

Skills

Relationship building
Client engagement
Digital banking
Self-service technologies
Sales campaigns
Communication
Interpersonal skills
Financial services

Education

High school diploma or equivalent

Tools

NMLS registration

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You will build trust-based relationships, assess banking needs, and educate clients on products and services to advise best-fit solutions.

The role involves proactive client outreach, cross-selling opportunities, and collaboration with branch teams to ensure accurate processing of transactions and credit applications. Knowledge of digital banking tools is essential.

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