Client Relationship Consultant – Multiple Levels

U.S. Bank

Client Relationship Consultant engaging customers in-person to assess banking needs and provide financial solutions at U.S. Bank branches.

Posted 7/4/2026full-timeSan Diego • California • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service and sales expertise in the financial services industry, with a focus on relationship building, problem-solving, and effective communication. Proficient in assessing customer needs and recommending tailored financial solutions.

Highest-signal resume keywords

Customer Service ExperienceSales ExperienceFinancial Services Industry KnowledgeMathematical SkillsCommunication Skills

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

Retail Product KnowledgeLoan OriginationAccount ManagementProblem-Solving SkillsNegotiation Skills

Soft Skills

Interpersonal SkillsRelationship Building

Industry Keywords

Banking NeedsDeposit ProductsLoan ProductsBranch Operations

About the role

Key responsibilities & impact

Build relationships with customers by meeting face to face and engaging them
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 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
Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
Proven customer service and interpersonal skills
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
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