Client Relationship Consultant, Level 2-4

U.S. Bank

U.S. Bank banker building customer relationships and recommending consumer and business banking products.

Posted 8/4/2026full-timeBloomington • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in building client relationships and providing tailored banking solutions, with a strong focus on customer service and knowledge of banking products. Proficient in leveraging digital tools to enhance client experience and operational efficiency.

Highest-signal resume keywords

Retail Banking ExperienceNMLS RegistrationCustomer Relationship ManagementDigital Product DemonstrationClient Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking Needs AssessmentAccount OpeningService Request ProcessingCredit Application SubmissionTransaction Processing

Soft Skills

Interpersonal SkillsCustomer Service SkillsProactive Outreach

Tools & Technologies

Digital Banking ProductsSelf-Service Technologies

Certifications & Qualifications

NMLS Registration

Industry Keywords

Consumer BankingBusiness BankingFinancial ServicesU.S. Bank PoliciesCode of Ethics and Business Conduct

About the role

Key responsibilities & impact

Build relationships with customers through in-person, appointment-based, and virtual channels
Assess customers’ banking needs and obtain and process customer and account information
Demonstrate and educate clients on deposit, loan, digital, and self-service products and services
Recommend solutions based on customers’ unique goals and needs
Conduct proactive outreach and follow-up with clients
Maintain knowledge of consumer and business banking products and services
Provide an optimal client experience, including greeting clients and processing basic transactions
Develop collaborative partnerships with branch team members and partners
Open new consumer and business accounts, complete service requests, and submit credit applications
Leverage resources and technologies to optimize client experience and operational accuracy

Requirements

What you’ll need

High school diploma or equivalent
Typically a minimum of three to four years of job-related retail banking experience, or a combination of experience and commensurate training
National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z
Ability to pass the NMLS registration process, including criminal background and credit checks
Ability to build and foster client relationships 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 using and demonstrating digital products and self-service technologies
Ability to identify customers’ needs while leveraging a digital-first mindset
Basic proficiency in making appropriate customer recommendations
Financial services industry experience preferred
Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies

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
401(k) contribution and pension