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U.S. Bank

Client Relationship Consultant, Level 2 to 4

U.S. Bank

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

Posted 8/11/2026full-timeKansas City • Kansas, Montana • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates strong customer service and interpersonal skills while effectively engaging clients to assess their banking needs. Maintains thorough knowledge of banking products and services, leveraging digital technologies to enhance client experience and operational accuracy.

Highest-signal resume keywords
Retail Banking ExperienceNational Mortgage Licensing System (NMLS) RegistrationCustomer Relationship ManagementDigital Product DemonstrationProactive Client Outreach

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Banking Products KnowledgeAccount ManagementTransaction ProcessingService Request CompletionCredit Application Submission
Soft Skills
Interpersonal SkillsCommunication SkillsCustomer Service Skills
Tools & Technologies
Digital Banking TechnologiesSelf-Service Technologies
Certifications & Qualifications
NMLS Registration
Industry Keywords
Financial ServicesConsumer BankingBusiness BankingU.S. Bank PoliciesS.A.F.E. Act Compliance

About the role

Key responsibilities & impact
  • Build relationships with customers through in-person, appointment, and virtual channels
  • Assess and attend to customers’ banking needs
  • Obtain and process customer and account information
  • Demonstrate and educate clients on deposit and loan products and services
  • Recommend solutions based on customers’ goals and needs
  • Conduct proactive outreach and follow-up with clients
  • Maintain knowledge of consumer and business banking products, services, and digital offerings
  • Greet clients and process basic transactions
  • Develop collaborative partnerships with branch team members and partners
  • Open new consumer and business accounts
  • Complete service requests and submit credit applications
  • Educate clients on emerging and self-service digital products and services
  • 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 terms of the S.A.F.E. Act of 2008 and Regulation Z
  • Must complete the NMLS registration process, including a criminal background and credit check
  • Must maintain satisfactory criminal and credit records to retain NMLS registration and employment
  • Proven 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’ true needs while leveraging a digital-first mindset
  • Basic proficiency in making appropriate reactive and proactive recommendations
  • Experience in the financial services industry preferred
  • Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies
  • Must be eligible to work in U.S. Bank facilities located in the United States and certain U.S. territories

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