Client Relationship Consultant, Banker – Multi-Level

U.S. Bank

Client Relationship Consultant building relationships with customers and providing banking counsel. Engaging face-to-face to recommend financial solutions based on unique goals and needs.

Posted 7/31/2026full-timeUpland • California • 🇺🇸 United StatesMid-LevelSenior💰 $21 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer relationship management and sales skills, with a focus on providing tailored financial solutions and educating clients on banking products. Proven ability to originate and close loans while managing branch operations effectively.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceLoan OriginationAccount ManagementCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

CommunicationEngagementCounseling

Certifications & Qualifications

High School Diploma

Industry Keywords

Banking NeedsDeposit ProductsLoan ProductsFinancial SolutionsBranch Operations

About the role

Key responsibilities & impact

Build relationships with customers by meeting face to face and engaging them
Provide the best possible counsel to customers on banking needs
Obtain and process customer and account information
Educate clients on available deposit and loan products and services
Recommend financial solutions based on customers’ 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

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