Client Relationship Consultant – Banking & Digital Guidance

U.S. Bank; BLOOMINGTON (MN); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Leave policy

Job summary

U.S. Bank is seeking a Client Relationship Consultant to build relationships with customers across in-person, appointed, and virtual channels. You will assess banking needs, open accounts, process requests, and educate clients on deposit and loan products while emphasizing digital self-service tools.

The role requires NMLS registration and adheres to SAFE Act regulations; strong communication and sales skills with a customer-first mindset are essential.

Qualifications

• 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.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Experience in participating in sales campaigns/promotions.
• 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• 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.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Relationship building

Communication

Policy knowledge

Retail products

Customer service

Sales campaigns

Digital products

Digital mindset

Needs assessment

Financial services

Job description

U.S. Bank is seeking a Client Relationship Consultant to build relationships with customers across in-person, appointed, and virtual channels. You will assess banking needs, open accounts, process requests, and educate clients on deposit and loan products while emphasizing digital self-service tools.

The role requires NMLS registration and adheres to SAFE Act regulations; strong communication and sales skills with a customer-first mindset are essential.