Client Relationship Consultant, Multiple Levels

Jobtailor; Anaheim (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

U.S. Bank is seeking an experienced Client Relationship Consultant to engage customers face-to-face, assess banking needs, open accounts, and originate loans within a retail banking setting.

The role requires 3–5 years of customer service and sales experience, strong product knowledge, NMLS registration, and the ability to tailor financial solutions. Join a team focused on delivering outstanding client service and supported promotions.

Qualifications

• High school diploma or equivalent required.
• 3–5+ years of customer service experience.
• 3–5+ years of sales experience.
• Strong knowledge of retail products, policies and systems.
• Proven customer service and interpersonal skills.
• Experience participating in sales campaigns/promotions.
• NMLS registration required.
• Ability to meet employment eligibility verification and background checks.

Responsibilities

• Build relationships with customers through face-to-face engagement.
• Assess and address customers’ banking needs.
• Obtain and process customer and account information.
• Educate clients on deposit and loan products and services.
• Recommend financial solutions based on each customer’s goals.
• Originate and close consumer loans.
• Open accounts.
• Open and/or close the branch.
• Assist less experienced personnel at applicable levels.
• Support sales campaigns and promotions.

Skills

Customer Service Experience

Sales Experience

Interpersonal Skills

Verbal Communication Skills

Written Communication Skills

Problem-Solving Skills

Financial Services Experience

Education

High school diploma or equivalent

NMLS Registration

Job description

• Build relationships with customers through face-to-face engagement
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Educate clients on available deposit and loan products and services
• Recommend financial solutions based on each customer’s unique goals and needs
• Originate and close consumer loans
• Open accounts
• Open and/or close the branch
• Assist less experienced personnel at applicable levels
• Support sales campaigns and promotions

Requirements

• High school diploma or equivalent
• Three to five or more years of customer service experience, depending on level
• Three to five or more years of sales experience, depending on level
• Thorough or advanced knowledge of retail product philosophy, policy, procedures, documentation, and systems
• Thorough or advanced knowledge of retail products and services
• Proven customer service and interpersonal skills
• Experience participating in sales campaigns/promotions
• Strong mathematical, problem-solving, and negotiation skills
• Strong verbal and written communication skills
• Financial services industry experience preferred
• Previous supervisory experience preferred for Client Relationship Consultant 3 and 4
• NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z
• Successful completion of required criminal background and credit checks
• Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies
• Ability to meet employment eligibility verification requirements

Core Competencies

Demonstrates strong customer service and sales skills, with a thorough understanding of retail products and services. Proven ability to build relationships, educate clients, and recommend financial solutions tailored to individual needs.

Highest-signal resume keywords

• Customer Service Experience
• Sales Experience
• Retail Product Knowledge
• NMLS Registration
• Supervisory Experience

ATS Optimization Keywords

Hard Skills

• Mathematical Skills
• Problem-Solving Skills
• Negotiation Skills
• Account Management
• Loan Origination
• Branch Operations
• Sales Campaign Participation
• Financial Solutions Recommendation
• Documentation Knowledge
• Compliance Knowledge

Soft Skills

• Interpersonal Skills
• Verbal Communication Skills
• Written Communication Skills

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Financial Services
• Retail Banking
• Customer Engagement
• Sales Promotions
• U.S. Bank Policies