Client Relationship Consultant

U.S. Bank

Client Relationship Consultant building customer relationships at U.S. Bank through various channels.

Posted 6/7/2026full-timePortland • Oregon, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $27 per hourWebsite

About the role

Key responsibilities & impact

Client Relationship Consultants build relationships with customers via multiple channels including in-person, by appointment, and virtually
Provide the best possible counsel while adapting 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
Recommending solutions based on each customer’s unique goals and needs
Builds and fosters relationships with clients through proactive outreach and follow up
Identifies solutions for new and existing clients based on their needs
Maintains a working knowledge of consumer and business banking products and services including digital products and services
Provides a consistent optimal client experience, including 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 our clients with operational excellence and accuracy.

Requirements

What you’ll need

High school diploma or equivalent
Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
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 customer’s needs both reactively and proactively
Experience in the financial services industry preferred
Bilingual in English and other languages encouraged to apply.

Benefits

Comp & perks

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 worked, up to 80 hours per calendar year unless otherwise provided by law

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retail banking experiencecustomer servicedigital productsself-service technologiesaccount managementcredit applicationsbank policiesbank proceduresfinancial services knowledgerecommendation skills

Soft Skills

relationship buildingproactive outreachcommunicationinterpersonal skillstrust assessmentclient engagementcollaborationproblem-solvingadaptabilitycustomer needs assessment

Certifications

high school diploma or equivalent