Union Client Relationship Consultant ; Banker - Capitol & Lisbon
Listed on 2026-02-28
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Customer Service/HelpDesk
Banking & Finance, Bank Customer Service, Client Relationship Manager, Customer Service Rep
Overview
At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better and smarter financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to discover what makes you thrive—from Day One.
Responsibilities- Client Relationship Consultants build relationships with customers, engaging them via in-person, by appointment, and virtual channels to provide the best possible counsel with a digital-first mindset.
- Develop and sustain proactive relationships with clients through outreach and follow-up, learning about their financial needs and banking channel preferences.
- Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintain knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent optimal client experience, greet clients, and process basic transactions.
- Develop collaborative partnerships with branch team members and partners 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 and services to meet their financial needs.
- Leverage available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
- This position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Meeting or maintaining NMLS requirements is required; failure to do so may affect offer or employment.
- High school diploma or equivalent
- A typical minimum of four to five 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
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience participating in sales campaigns/promotions
- 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 advanced proficiency in making appropriate recommendations that meet customers’ needs both reactively and proactively
- Experience in the financial services industry preferred
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
BenefitsOur approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. 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
Review our full benefits available by employment status here.
Equal Opportunity and ComplianceU.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.
E-VerifyU.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…
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