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Client Relationship Consultant – Multiple Levels
U.S. BankClient Relationship Consultant engaging customers in-person to assess banking needs and provide financial solutions at U.S. Bank branches.
Posted 7/4/2026full-timeSan Diego • California • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $33 per hourWebsite
About the role
Key responsibilities & impact- Build relationships with customers by meeting face to face and engaging them
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Educate clients on available deposit and loan products and services
- Recommend financial solutions based on each customer’s unique goals and needs
- Originate and close consumer loans
- Open accounts and manage branch operations
Requirements
What you’ll need- High school diploma or equivalent
- Three to four years of customer service experience
- Three to four years of sales experience
- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
- Proven customer service and interpersonal skills
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- 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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Retail Product KnowledgeLoan OriginationAccount ManagementProblem-Solving SkillsNegotiation Skills
Soft Skills
Interpersonal SkillsRelationship Building