Client Relationship Consultant, Multiple Levels

U.S. Bank

U.S. Bank client relationship consultant building customer relationships and providing deposit, loan, and account solutions.

Posted 8/4/2026full-timeAnaheim • California • 🇺🇸 United StatesMid-LevelSenior💰 $21 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service and sales skills, with a thorough understanding of retail products and services. Proven ability to build relationships, educate clients, and recommend financial solutions tailored to individual needs.

Highest-signal resume keywords

Customer Service ExperienceSales ExperienceRetail Product KnowledgeNMLS RegistrationSupervisory Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mathematical SkillsProblem-Solving SkillsNegotiation SkillsAccount ManagementLoan OriginationBranch OperationsSales Campaign ParticipationFinancial Solutions RecommendationDocumentation KnowledgeCompliance Knowledge

Soft Skills

Interpersonal SkillsVerbal Communication SkillsWritten Communication Skills

Certifications & Qualifications

NMLS Registration

Industry Keywords

Financial ServicesRetail BankingCustomer EngagementSales PromotionsU.S. Bank Policies

About the role

Key responsibilities & impact

Build relationships with customers through face-to-face engagement
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
Open and/or close the branch
Assist less experienced personnel at applicable levels
Support sales campaigns and promotions

Requirements

What you’ll need

High school diploma or equivalent
Three to five or more years of customer service experience, depending on level
Three to five or more years of sales experience, depending on level
Thorough or advanced knowledge of retail product philosophy, policy, procedures, documentation, and systems
Thorough or advanced knowledge of retail products and services
Proven customer service and interpersonal skills
Experience participating in sales campaigns/promotions
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Financial services industry experience preferred
Previous supervisory experience preferred for Client Relationship Consultant 3 and 4
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z
Successful completion of required criminal background and credit checks
Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies
Ability to meet employment eligibility verification requirements

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
Incentive and recognition programs
Equity stock purchase
Pension
Disability accommodations during the application or hiring process