Client Relationship Consultant, Banker

U.S. Bank

Client Relationship Consultant at U.S. Bank building customer relationships through various channels.

Posted 7/9/2026full-timeCampbell • California • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service and interpersonal skills while effectively engaging clients through proactive outreach. Proficient in utilizing digital products and self-service technologies to enhance the client experience in the financial services industry.

Highest-signal resume keywords

Retail Banking ExperienceCustomer Service SkillsDigital Product KnowledgeRelationship BuildingCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementCredit Application ProcessingDeposit Product KnowledgeLoan Product KnowledgeService Request Completion

Soft Skills

Interpersonal SkillsProactive OutreachClient Engagement

Tools & Technologies

Self-Service TechnologiesDigital Banking Platforms

Industry Keywords

Financial ServicesBank PoliciesBranch Procedures

About the role

Key responsibilities & impact

Build relationships with customers, engaging them via multiple channels
Provide the best possible counsel while adapting a digital first mindset
Obtain and process 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
Leverage available resources and technologies to optimize the client experience

Requirements

What you’ll need

High school diploma or equivalent
Typically has a minimum of one to two 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
Basic 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