Client Relationship Consultant 3 (Banker) - Susanville, CA (38hrs)
US Bank10 months ago
Susanville, CA, United States
On-site
Full-time
Junior Level (1-3 years)
Job Description
Position Overview
At U.S. Bank, our Client Relationship Consultants are key to helping customers make smarter financial decisions. In this role, you will build lasting relationships with clients by engaging them across multiple channels—whether in-person, by appointment, or virtually—and providing personalized guidance on banking products and services. You will educate clients on deposit and loan products, promote self-service digital tools, and ensure compliance with regulatory requirements including NMLS registration under the S.A.F.E. Act.
Key Responsibilities
- Build and foster client relationships through proactive outreach and follow-up using in-person, appointment, and virtual channels.
- Assess customers' financial needs and recommend tailored solutions including deposit and loan products.
- Open new consumer and business accounts, process service requests, and submit credit applications.
- Educate clients on emerging digital products and self-service technologies to enhance their banking experience.
- Leverage available resources and maintain a thorough knowledge of consumer and business banking services to serve clients with operational excellence.
Required Qualifications
- High school diploma or equivalent.
- Typically four to five years of job-related retail banking experience or a combination of relevant experience and training.
- Required National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act and Regulation Z, including background and credit checks.
- Ability to comply with U.S. Bank policies and procedures.
Preferred Qualifications
- Proven ability to build strong client relationships through proactive outreach and effective communication.
- Strong customer service and interpersonal skills with experience in participating in sales campaigns and promotions.
- Familiarity with bank and branch policies and support systems along with comprehensive product knowledge.
- Experience with digital products, self-service technologies, and financial services industry practices.
Benefits & Perks
- Healthcare coverage including medical, dental, and vision plans.
- Basic term and optional term life insurance.
- Short-term and long-term disability benefits.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation ranging from two to five weeks based on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance and Sick and Safe Leave accruals.
- Compensation: Pay Range: $21.25 - $28.32
Required Skills
Relationship Building
Client Needs Assessment
Customer Service
Sales and Promotions
Retail Banking Products
Digital Banking
Communication