Client Relationship Consultant ; Banker - Montclair - Oakland, CA

Overview

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in‑person, by appointment, and virtually. They provide counsel, adopt a digital‑first mindset, assess customers’ banking needs, obtain and process account information, educate clients on deposit and loan products, and recommend solutions tailored to each customer’s goals.

• Build and nurture client relationships through proactive outreach, follow‑up, and ongoing education.
• Assess, process, and obtain customer and account information while maintaining compliance with policies.
• Educate clients on available deposit, loan, and digital products and recommend appropriate solutions.
• Open new consumer and business accounts, process service requests, and submit credit applications.
• Collaborate with branch team members to provide a consistent, optimal client experience.
• Leverage available resources and technologies to enhance the client experience and achieve operational excellence.

• High school diploma or equivalent.
• Minimum four to five years of retail banking experience or equivalent training.
• National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z (required).

• Proven ability to build relationships through outreach and follow‑up.
• Effective client engagement and communication.
• Deep knowledge of bank policies, procedures, and retail products.
• Strong customer service and interpersonal skills.
• Experience with sales campaigns and promotions.
• Proficiency with digital products and self‑service technologies.
• Ability to identify and recommend solutions that meet customer needs both reactively and proactively.

This role requires working from a U.S. Bank location for all scheduled work days.

• Health (medical, dental, vision) coverage.
• Basic term and optional term life insurance.
• Short‑term and long‑term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) retirement plan with employer contributions.
• Paid vacation (2–5 weeks, depending on salary grade and tenure).
• Up to 11 paid holidays.
• Adoption assistance.
• Sick and Safe Leave accruals.

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 or veteran status, and other factors protected under applicable law. E‑Verify program applies as described.