Client Relationship Consultant

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.

Client Relationship Consultant 1

Basic Qualifications

- High school diploma or equivalent

- One to three years of customer service experience

- One to three years of sales experience

Preferred Skills/Experience

- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems

- Basic knowledge of all retail products and services

- Proven customer service and interpersonal skills

- Effective selling and referral skills

- Strong mathematical, problem-solving, and negotiation skills

- Strong verbal and written communication skills

- Experience in the financial services industry preferred

Client Relationship Consultant 2

Basic Qualifications

- High school diploma or equivalent

- Three to four years of customer service experience

- Three to four years of sales experience

Preferred Skills/Experience

- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems

- Thorough knowledge of all retail products and services

- Proven customer service and interpersonal skills

- Experience in participating in sales campaigns/promotions

- Strong mathematical, problem-solving, and negotiation skills

- Strong verbal and written communication skills

- Experience in the financial services industry preferred

- Experience assisting less experienced personnel

Client Relationship Consultant 3

Basic Qualifications

- High school diploma or equivalent

- Four to five years of customer service experience

- Four to five years of sales experience

Preferred Skills/Experience

- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems

- Advanced knowledge of all retail products and services

- Proven customer service and interpersonal skills

- Experience in participating in sales campaigns/promotions

- Strong mathematical, problem-solving, and negotiation skills

- Strong verbal and written communication skills

- Experience in the financial services industry preferred

- Previous supervisory experience preferred

Client Relationship Consultant 4

Basic Qualifications

- High school diploma or equivalent

- Five or more years of customer service experience

- Five or more years of sales experience

Preferred Skills/Experience

- Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems

- Advanced knowledge of all retail products and services

- Proven customer service and interpersonal skills

- Experience in participating in sales campaigns/promotions

- Strong mathematical, problem-solving, and negotiation skills

- Strong verbal and written communication skills

- Experience in the financial services industry preferred

- Previous supervisory experience preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:
Take care of yourself and your family with U.S. Bank employee benefits.  We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve.  That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.

EEO is the Law
Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.