Client Relationship Consultant, Banker

U.S. Bank

Client Relationship Consultant providing counsel to customers through various channels at U.S. Bank.

Posted 7/3/2026full-timeOfallon • Illinois, Montana • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service and interpersonal skills while effectively engaging clients to assess their banking needs. Proficient in utilizing digital products and self-service technologies to enhance client experiences and meet financial requirements.

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 OpeningCredit Application ProcessingService Request CompletionNeeds AssessmentProduct Recommendation

Soft Skills

Effective CommunicationProactive OutreachInterpersonal Skills

Tools & Technologies

Self-Service TechnologiesDigital Banking Products

Industry Keywords

Bank PoliciesBranch ProceduresFinancial Needs Assessment

About the role

Key responsibilities & impact

Build relationships with customers through multiple channels including in-person, by appointment, and virtually to provide counsel
Assess and attend to customers’ banking needs, obtaining and processing customer and account information
Demonstrate and educate clients on available deposit and loan products and services
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 to assist with meeting their financial needs
Collaborate with branch team members and partners to best serve clients

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