Client Relationship Consultant, Banking Solutions

U.S. Bank; Ventura (CA); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation and holidays

Job summary

U.S. Bank seeks a Client Relationship Consultant to engage customers face-to-face, by appointment, and digitally, offering personalized financial guidance and loan/deposit products. The role progresses across levels with salary ranges that reflect experience, with a strong emphasis on a digital-first approach and branch-based work.

The position requires working from a U.S. Bank location, a background in customer service and sales, and a commitment to community-oriented banking.

Qualifications

• High school diploma or equivalent.
• Three to four years of customer service experience.
• Three to four years of sales experience.

Responsibilities

• Build relationships with customers via multiple channels to provide trusted financial counsel.
• Originate and close consumer loans, open accounts, and manage deposits and loan products.
• Educate clients on available products and services and propose solutions based on customer goals.

Skills

Client relationship building

Sales experience

Customer service

Financial services knowledge

Digital product familiarity

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Client Relationship Consultant to engage customers face-to-face, by appointment, and digitally, offering personalized financial guidance and loan/deposit products. The role progresses across levels with salary ranges that reflect experience, with a strong emphasis on a digital-first approach and branch-based work.

The position requires working from a U.S. Bank location, a background in customer service and sales, and a commitment to community-oriented banking.