Client Relationship Consultant ; Banker University Square Madison, WI; Part-time
Listed on 2026-06-24
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Sales
Financial Sales, Banking & Finance -
Finance & Banking
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 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, and demonstrating and educating clients on available deposit and loan products and services. Consultants recommend solutions based on each customer’s unique goals and needs.
Key responsibilities include:
- Building and fostering relationships with clients through proactive outreach, follow up, and learning about their financial needs and banking channel preferences.
- Identifying solutions for new and existing clients while engaging and communicating effectively.
- Maintaining a working knowledge of consumer and business banking products, including digital products and services.
- Providing a consistent optimal client experience, greeting clients, and processing basic transactions.
- Collaborating with branch team members and partners to best serve clients.
- Opening new consumer and business accounts, completing service requests, and submitting credit applications.
- Proactively educating clients on emerging and self‑service digital products to meet their financial needs.
- Leveraging 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. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to maintain the NMLS requirements may result in rescission of the offer or termination of employment.
Basic Qualifications- High‑school diploma or equivalent.
- Typically 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 customer needs both reactively and proactively.
- Experience in the financial services industry preferred.
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That’s why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- 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
Salary range: $20.00 - $22.00 per hour. The actual range for this role may differ based on location.
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, veteran status, or any other factor protected under applicable law.
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