Client Relationship Consultant ; Banker Kingsdale, OH Office
Listed on 2026-07-07
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Finance & Banking
Bank Customer Service, Financial Sales
Job Description
Client Relationship Consultants build relationships with customers, engaging them via multiple channels—including in‑person, by appointment, and virtually—to provide the best possible counsel while adopting a digital‑first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
Builders foster relationships through proactive outreach and follow‑up, asking questions, and learning about financial needs and channel preferences. They identify solutions for new and existing clients, maintain a working knowledge of consumer and business banking products including digital services, provide an optimal client experience (e.g., greeting clients, processing basic transactions), develop collaborative partnerships with branch team members, open new accounts, complete service requests, submit credit applications, and proactively educate clients on emerging and self‑service digital products and services.
Leverage available resources and technology to optimize the client experience and serve clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Applicants will undergo the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements, including a satisfactory criminal and credit record, may result in rescission of the offer or termination of employment.
Qualifications
- High school diploma or equivalent
- Three to four years of customer service experience
- Three to four years of sales experience
- 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
- Proven customer service and interpersonal skills
- Experience 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 basic level of proficiency in making appropriate recommendations that meet customers’ needs both reactively and proactively
- Experience in the financial services industry preferred
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short‑term and long‑term disability
- Pregnancy disability and parental leave
- 401(k) and employer‑funded retirement plan
- Paid vacation (from 2 to 5 weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to disability accommodations for applicants.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity, stock purchase, 401(k) contribution and pension…
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