Client Relationship Consultant ; Banker - Livermore, CA
Listed on 2026-06-27
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Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
Try new things, learn new skills and discover what you excel at—all from Day One.
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 adapting 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.
Responsibilities- Build relationships with customers through multiple channels— in-person, by appointment, and virtually—while providing excellent counsel and embracing a digital-first mindset.
- Build and foster relationships with clients through proactive outreach and follow‑up, asking questions to learn about their financial needs and banking channel preferences.
- Identify solutions for new and existing clients by effectively engaging and communicating with them.
- Maintain a working knowledge of consumer and business banking products and services, including digital offerings.
- Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members to best serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Proactively educate clients on emerging and self‑service digital products to help meet their financial needs.
- Leverage available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Candidates must undergo the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of the offer or termination of employment.
BasicQualifications
- High school diploma or equivalent.
- Typically has a minimum of one to two years of job‑related, retail banking experience or a combination of experience and commensurate training.
- Proven ability to build and foster relationships with clients through proactive outreach and follow‑up.
- Ability to effectively engage and communicate with clients.
- Basic knowledge of applicable bank and branch policies, procedures, and support systems.
- Proven customer service and interpersonal skills.
- Experience with 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.
This role requires working from a U.S. Bank location for all scheduled work days.
Benefits- 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 two to five 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.
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