Client Relationship Consultant, Levels 2-4

U.S. Bank

Client Relationship Consultant building strong client relationships through proactive outreach and education on banking services. Leveraging digital tools to enhance customer experience.

Posted 7/13/2026full-timeSaint Louis • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and fostering client relationships through proactive outreach and follow-up, while leveraging a digital-first mindset to assess and meet customer banking needs. Proficient in educating clients on banking products and services, ensuring an optimal client experience.

Highest-signal resume keywords

Retail Banking ExperienceCustomer Service SkillsDigital Product DemonstrationClient Relationship ManagementFinancial Services Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking Products KnowledgeAccount OpeningService Request ProcessingCredit Application SubmissionNeeds Assessment

Soft Skills

Interpersonal SkillsEffective CommunicationProactive Outreach

Tools & Technologies

Self-Service TechnologiesDigital Banking Platforms

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Consumer BankingBusiness BankingFinancial Services

About the role

Key responsibilities & impact

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
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Demonstrate and educate clients on available deposit and loan products and services
Recommend solutions based on each customer’s unique goals and needs
Foster relationships with clients through proactive outreach and follow up
Identify solutions for new and existing clients based on their needs
Maintain a working knowledge of consumer and business banking products and services
Provide a consistent optimal client experience, including greeting clients and processing basic transactions
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
Leverage available resources and technologies to optimize the client experience

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