At U.S. Bank, Client Relationship Consultants build relationships with customers across in-person, appointment-based, and virtual channels, using a digital-first mindset to provide financial counsel. They assess and address customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role includes proactive outreach and follow-up, learning about clients’ financial needs and channel preferences, and communicating solutions to new and existing clients. Consultants maintain knowledge of consumer and business banking products and services, provide a consistent client experience, greet clients, and process basic transactions. They collaborate with branch team members and partners, open consumer and business accounts, complete service requests, and submit credit applications. They also educate clients about digital and self-service products, and use available resources and technology to deliver accurate, operationally excellent service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration involves a criminal background and credit check. Failure to meet or maintain registration requirements, including a satisfactory criminal and credit record, may result in rescission of an offer or termination of employment.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED