Jobs · Finance · Washington

Premier Client Relationship Consultant (Banker) - East King County WA

U.S. Bank · Issaquah, WA · 1 mo ago
Finance$37.56–$45.9/hrFull-time

About the role

Premier Client Relationship Consultants at U.S. Bank build strong, trust‑based relationships with customers through in‑person, appointment‑based, and virtual interactions. They provide personalized banking counsel, educate clients on deposit and loan products, and recommend solutions aligned with each customer’s unique goals while embracing a digital‑first mindset.

Responsibilities

  • Build and maintain client relationships across multiple channels (in‑person, by appointment, virtual).
  • Assess and attend to customer banking needs, obtaining and processing account information.
  • Educate clients on available deposit and loan products and services.
  • Recommend banking solutions tailored to each customer’s goals.
  • Originate and close consumer loans and open new accounts.
  • Provide digital banking solutions and support self‑service technologies.
  • Open and/or close the branch as required.
  • Hold and actively maintain FINRA registrations (SIE, Series 6 or 7, Series 63 or 66) to refer clients to wealth‑management representatives.
  • Maintain NMLS registration in compliance with the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks.

Basic Qualifications

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

Preferred Skills and Experience

  • Advanced knowledge of retail product philosophy, policies, procedures, documentation, and systems.
  • Comprehensive understanding of all retail products and services.
  • Proven customer service and interpersonal skills.
  • Experience participating in sales campaigns and promotions.
  • Proficiency with digital products and self‑service technologies.
  • Ability to explore and identify a customer’s true needs while leveraging a digital‑first mindset.
  • Demonstrated ability to make appropriate product recommendations proactively and reactively.
  • Financial services industry experience (preferred).

Location

This role requires working from a U.S. Bank location for all scheduled work days. Accommodations are available for applicants with disabilities during any portion of the application or hiring process.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short‑term and long‑term disability coverage
  • Pregnancy disability and parental leave
  • 401(k) and employer‑funded retirement plan
  • Paid vacation (two to five weeks, depending on salary grade and tenure)
  • Up to 11 paid holidays
  • Adoption assistance
  • Sick and Safe Leave accrual (one hour for every 30 hours worked, up to 80 hours per year)

Pay

Pay range: $37.56 – $45.90 (based on primary location; actual range may vary by location).

Similar jobs