Client Relationship Consultant, Level 2-4

Jobtailor; BLOOMINGTON (MN); On-site; USD 42,000 - 63,000; Full time

Job summary

Jobtailor is seeking a customer-focused bank professional in Bloomington, MN, to build client relationships and drive financial solutions across consumer and business banking. The role emphasizes proactive outreach, digital product demonstrations, and accurate processing of transactions in a branch setting.

The ideal candidate will have 3–4 years of retail banking experience, NMLS registration, and strong communication skills to educate clients on deposit, loan and self-service options.

Qualifications

• Customer-facing banking experience preferred
• Knowledge of consumer and business banking products
• Ability to pass background and credit checks
• Experience with digital banking and self-service technologies

Responsibilities

• Build relationships with customers through in-person, appointment-based, and virtual channels
• Assess customers' banking needs and obtain and process customer and account information
• Demonstrate and educate clients on deposit, loan, digital, and self-service products and services
• Recommend solutions based on customers' unique goals and needs
• Conduct proactive outreach and follow-up with clients
• Maintain knowledge of consumer and business banking products and services
• Provide an optimal client experience, including greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts, complete service requests, and submit credit applications
• Leverage resources and technologies to optimize client experience and operational accuracy

Skills

Retail Banking Experience

NMLS Registration

CRM

Digital Product Demonstration

Client Communication Skills

Banking Needs Assessment

Account Opening

Service Request Processing

Credit Application Submission

Transaction Processing

Interpersonal Skills

Customer Service Skills

Proactive Outreach

Education

High School Diploma or equivalent

NMLS Registration

Job description

• Build relationships with customers through in-person, appointment-based, and virtual channels
• Assess customers' banking needs and obtain and process customer and account information
• Demonstrate and educate clients on deposit, loan, digital, and self-service products and services
• Recommend solutions based on customers' unique goals and needs
• Conduct proactive outreach and follow-up with clients
• Maintain knowledge of consumer and business banking products and services
• Provide an optimal client experience, including greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts, complete service requests, and submit credit applications
• Leverage resources and technologies to optimize client experience and operational accuracy

Requirements

• High school diploma or equivalent
• Typically a minimum of three to four years of job-related retail banking experience, or a combination of experience and commensurate training
• National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z
• Ability to pass the NMLS registration process, including criminal background and credit checks
• Ability to build and foster client relationships 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
• Proven customer service and interpersonal skills
• Experience using and demonstrating digital products and self-service technologies
• Ability to identify customers' needs while leveraging a digital-first mindset
• Basic proficiency in making appropriate customer recommendations
• Financial services industry experience preferred
• Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies

Core Competencies

Demonstrates expertise in building client relationships and providing tailored banking solutions, with a strong focus on customer service and knowledge of banking products. Proficient in leveraging digital tools to enhance client experience and operational efficiency.

Highest-signal resume keywords

• Retail Banking Experience
• NMLS Registration
• Customer Relationship Management
• Digital Product Demonstration
• Client Communication Skills

ATS Optimization Keywords

Hard Skills

• Banking Needs Assessment
• Account Opening
• Service Request Processing
• Credit Application Submission
• Transaction Processing

Soft Skills

• Interpersonal Skills
• Customer Service Skills
• Proactive Outreach

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Consumer Banking
• Business Banking
• Financial Services
• U.S. Bank Policies
• Code of Ethics and Business Conduct

Tools & Technologies

• Digital Banking Products
• Self-Service Technologies