Client Relationship Consultant, Level 2 to 4

• Build relationships with customers through in-person, appointment, and virtual channels
• Assess and attend to customers’ banking needs
• 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 offerings
• 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
• 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 terms of the S.A.F.E. Act of 2008 and Regulation Z
• Must complete the NMLS registration process, including a criminal background and credit check
• Must maintain satisfactory criminal and credit records to retain NMLS registration and employment
• Proven 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’ true needs while leveraging a digital-first mindset
• Basic proficiency in making appropriate reactive and proactive recommendations
• Experience in the financial services industry preferred
• Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies
• Must be eligible to work in U.S. Bank facilities located in the United States and certain U.S. territories

Demonstrates strong customer service and interpersonal skills while effectively engaging clients to assess their banking needs. Maintains thorough knowledge of banking products and services, leveraging digital technologies to enhance client experience and operational accuracy.

• Retail Banking Experience
• National Mortgage Licensing System (NMLS) Registration
• Customer Relationship Management
• Digital Product Demonstration
• Proactive Client Outreach

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

• Interpersonal Skills
• Communication Skills
• Customer Service Skills

• NMLS Registration

• Financial Services
• Consumer Banking
• Business Banking
• U.S. Bank Policies
• S.A.F.E. Act Compliance

• Digital Banking Technologies
• Self-Service Technologies