Client Relationship Consultant – Banker

U.S. Bank

Client Relationship Consultant at U.S. Bank engaging customers via in-person, appointment, and virtual channels.

Posted 7/14/2026full-timeSappington • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building client relationships and providing tailored banking solutions while leveraging digital products and services. Proficient in customer service, account management, and understanding consumer and business banking needs.

Highest-signal resume keywords

Retail Banking ExperienceCustomer Relationship ManagementDigital Product DemonstrationCustomer Service SkillsFinancial Services Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementBanking Products KnowledgeCredit Application ProcessingService Request CompletionCustomer Needs Assessment

Soft Skills

Interpersonal SkillsEffective CommunicationProactive OutreachClient Engagement

Tools & Technologies

Self-Service TechnologiesDigital Banking Products

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Consumer BankingBusiness BankingFinancial ServicesBank Policies and Procedures

About the role

Key responsibilities & impact

Build relationships with customers via multiple channels including in-person, by appointment, and virtually
Provide 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
Maintain a working knowledge of consumer and business banking products and services
Provide a consistent optimal client experience
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

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