Client Relationship Consultant 2 (Banker) - Falcon Safeway - Peyton, CO
U.S. Bank, Peyton, CO, United States
Job Description
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in‑person, by appointment, and virtually to provide the best possible counsel while adopting a digital‑first mindset.
Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and banking‑channel preferences.
Identifies solutions for new and existing clients by effectively engaging and communicating with them.
Maintains a working knowledge of consumer and business banking products and services, including digital products and services.
Provides a consistent optimal client experience, greeting clients and processing basic transactions.
Develops collaborative partnerships with branch team members and partners to best serve clients.
Opens new consumer and business accounts, completes service requests, and submits credit applications.
Proactively educates clients on emerging and self‑service digital products and services to assist with meeting their financial needs.
Leverages available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
Basic Qualifications
High school diploma or equivalent
Typically has a minimum of three to four years of job‑related retail banking experience or a combination of experience and commensurate training
Preferred Skills / Experience
Proven ability to build and foster relationships with clients through proactive outreach and follow‑up
Ability to effectively engage and communicate with clients
Thorough knowledge of applicable bank and branch policies, procedures and support systems
Proven customer service and interpersonal skills
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 customers’ needs both reactively and proactively
Experience in the financial services industry preferred
Location Expectation This role requires working from a U.S. Bank location for all scheduled work days.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law
Legal and Eligibility 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. 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. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Applicants must undergo a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements may result in rescission of offer or termination of employment.
Equal Employment Opportunity 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.
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Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and banking‑channel preferences.
Identifies solutions for new and existing clients by effectively engaging and communicating with them.
Maintains a working knowledge of consumer and business banking products and services, including digital products and services.
Provides a consistent optimal client experience, greeting clients and processing basic transactions.
Develops collaborative partnerships with branch team members and partners to best serve clients.
Opens new consumer and business accounts, completes service requests, and submits credit applications.
Proactively educates clients on emerging and self‑service digital products and services to assist with meeting their financial needs.
Leverages available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
Basic Qualifications
High school diploma or equivalent
Typically has a minimum of three to four years of job‑related retail banking experience or a combination of experience and commensurate training
Preferred Skills / Experience
Proven ability to build and foster relationships with clients through proactive outreach and follow‑up
Ability to effectively engage and communicate with clients
Thorough knowledge of applicable bank and branch policies, procedures and support systems
Proven customer service and interpersonal skills
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 customers’ needs both reactively and proactively
Experience in the financial services industry preferred
Location Expectation This role requires working from a U.S. Bank location for all scheduled work days.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law
Legal and Eligibility 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. 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. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Applicants must undergo a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements may result in rescission of offer or termination of employment.
Equal Employment Opportunity 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.
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