Client Relationship Consultant ; Banker - Gregory

Job Description

Client Relationship Consultants build relationships with customers, engaging them through 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, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and banking channel preferences. Identifies solutions for new and existing clients, maintains knowledge of consumer and business banking products and services, and provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners, opens new consumer and business accounts, completes service requests, and submits credit applications.

Proactively educates clients on emerging and self‑service digital products and services and leverages available resources and technologies to optimize the client experience.

• Engage and communicate effectively with clients to assess banking needs.
• Provide greeting, basic transaction processing and account opening services.
• Recommend deposit and loan products that meet customer goals.
• Educate clients on digital products and self‑service technologies.
• Maintain working knowledge of consumer and business banking products.
• Collaborate with branch team members to serve clients.
• Complete service requests and credit applications.

• High school diploma or equivalent.
• Typically a minimum of four to five years of retail banking experience or a combination of experience and training.
• National Mortgage Licensing System (NMLS) registration required.
• Background and credit check required.

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Strong communication skills and ability to engage clients.
• Thorough knowledge of bank and branch policies, procedures, and support systems.
• Knowledge of all retail products and services.
• Experience in participating in sales campaigns or promotions.
• Experience with digital products and self‑service technologies.
• Ability to identify customer needs and recommend appropriate solutions.
• Experience in the financial services industry preferred.

• Health, dental, and vision coverage.
• Life insurance (basic term and optional term).
• Short‑term and long‑term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and employer‑funded retirement plan.
• Paid vacation (2–5 weeks depending on salary grade and tenure).
• Up to 11 paid holiday opportunities.
• Adoption assistance.
• Sick and safe leave accruals.

U.S. Bank is an equal‑opportunity employer. All qualified applicants will receive consideration for employment 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: U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. facilities and certain U.S. territories.

The role requires NMLS registration and compliance with the S.A.F.E. Act of 2008 and Regulation Z, and other applicable rules related to banking and securities. Applicants must comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct.