Client Relationship Consultant, Level 2, 3, 4 – Banker

U.S. Bank

Client Relationship Consultant engaging with customers to assess banking needs and offer tailored solutions. Building relationships through proactive outreach and managing digital and in-person interactions.

Posted 6/16/2026full-timeSaint Louis • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

About the role

Key responsibilities & impact

Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
Assess and attend to customers’ banking needs, obtaining and processing customer and account information.
Demonstrate and educate clients on available deposit and loan products and services, and recommend solutions based on each customer’s unique goals and needs.
Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
Maintain a working knowledge of consumer and business banking products and services including digital products and services.
Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to best serve clients.
Open new consumer and business accounts, complete service requests and submit credit applications.
Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
Leverage 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

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 serviceaccount managementloan productsdeposit productsservice requestscredit applicationsdigital productsself-service technologiesfinancial needs assessment

Soft Skills

relationship buildingcommunicationinterpersonal skillsproactive outreachcollaborationclient engagementproblem-solvingadaptabilitycustomer needs identificationrecommendation skills

Certifications

high school diploma or equivalent