Client Relationship Consultant

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

• High school diploma or equivalent
• Minimum one year of job-related, retail banking experience or a combination of experience and commensurate training for the multiple-level role
• Client Relationship Consultant 1: typically one to two years of job-related, retail banking experience or equivalent combination of experience and training
• Client Relationship Consultant 2: typically three to four years of job-related, retail banking experience or equivalent combination of experience and training
• Client Relationship Consultant 3: typically four to five years of job-related, retail banking experience or equivalent combination of experience and training
• National Mortgage Licensing System (NMLS) registration required under the S.A.F.E. Act of 2008 and Regulation Z
• Required NMLS registration process includes criminal background and credit checks
• Must maintain satisfactory criminal and credit records for NMLS registration
• Ability to comply with U.S. Bank policies, Code of Ethics and Business Conduct, and workplace conduct and safety policies

Demonstrates expertise in client relationship management and retail banking operations, with a strong focus on assessing customer needs and providing tailored banking solutions. Maintains compliance with regulatory requirements and leverages digital tools to enhance client experiences.

• Retail Banking Experience
• Client Relationship Management
• NMLS Registration
• Customer Needs Assessment
• Digital Banking Products

• Banking Products Knowledge
• Account Opening
• Transaction Processing
• Credit Application Submission
• Service Request Completion

• Relationship Building
• Proactive Outreach
• Collaboration
• Client Education
• Communication

• NMLS Registration

• Consumer Banking
• Business Banking
• S.A.F.E. Act Compliance
• Regulation Z
• Code of Ethics

• Digital Banking Tools
• Self-Service Banking Solutions