Client Relationship Consultant 3 (Banker) - Queen Anne - Seattle, WA

U.S. Bancorp
Seattle
Workplace: OnsiteFull timeUSD 29.08 - 35.54Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Relationship-building","Customer service","Interpersonal skills","Communication","Recommendation","Proactive outreach"]

Build trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually to advise on banking needs. Proactively outreach, follow up, and use a digital-first mindset to understand goals, recommend deposit and loan solutions, and educate clients on self-service digital products. Provide an optimal client experience, process transactions, open accounts, complete service requests, and support branch partnerships with operational accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 3 (Banker) - Queen Anne - Seattle, WA

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually to advise on banking needs. Proactively outreach, follow up, and use a digital-first mindset to understand goals, recommend deposit and loan solutions, and educate clients on self-service digital products. Provide an optimal client experience, process transactions, open accounts, complete service requests, and support branch partnerships with operational accuracy.
Location: Seattle
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers across channels (in-person, by appointment, and virtually) to provide guidance aligned to their banking needs.
  • •Proactively reach out and follow up, ask questions, and adapt to customers’ preferred banking channel preferences.
  • •Maintain knowledge of consumer and business banking products, including digital products, and recommend solutions based on customers’ goals.
  • •Provide consistent client experience: greet clients, process basic transactions, open new consumer and business accounts, and complete service requests.
  • •Educate clients on emerging and self-service digital products and technologies to support operational excellence and accuracy.

Pay and Benefits

Salary: USD 29.08 - 35.54
Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidaysParental LeaveAdoption AssistanceLong-term Disability

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience (or combination of experience and commensurate training).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and make recommendations aligned to customer needs.
  • •Must be able to complete National Mortgage Licensing System (NMLS) registration and maintain required eligibility under the S.A.F.E. Act and Regulation Z.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship-buildingCustomer serviceInterpersonal skillsCommunicationRecommendationProactive outreach
Certifications:NMLS registration

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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