Client Relationship Consultant, Level 2-4

U.S. Bank

. Build relationships with customers through in-person, appointment-based, and virtual engagement .

Posted 11/2/2026full-timeEugene • Oregon • United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building customer relationships and assessing banking needs while leveraging digital products and services. Proficient in compliance with banking policies and regulations, ensuring operational accuracy and exceptional customer service.

Highest-signal resume keywords

Retail Banking ExperienceNMLS RegistrationCustomer Service SkillsDigital Product KnowledgeRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking Needs AssessmentAccount Information ProcessingTransaction ProcessingCredit Application SubmissionService Request Completion

Soft Skills

Interpersonal SkillsEffective CommunicationProactive OutreachCollaborationCustomer Engagement

Tools & Technologies

Digital Banking ProductsSelf-Service Technologies

Certifications & Qualifications

NMLS Registration

Industry Keywords

Consumer BankingBusiness BankingFinancial ServicesS.A.F.E. Act ComplianceCode of Ethics

About the role

Key responsibilities & impact

Build relationships with customers through in-person, appointment-based, and virtual engagement
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Demonstrate and educate clients on deposit and loan products and services
Recommend solutions based on customers’ goals and needs
Conduct proactive outreach and follow-up with clients
Maintain knowledge of consumer and business banking products and digital services
Greet clients and process basic transactions
Develop collaborative partnerships with branch team members and partners
Open new consumer and business accounts
Complete service requests and submit credit applications
Educate clients on emerging and self-service digital products and services
Leverage resources and technologies to optimize client experience and operational accuracy

Requirements

What you’ll need

High school diploma or equivalent
Typically a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Required NMLS registration process includes a criminal background and credit check
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
Proven customer service and interpersonal skills
Experience using and demonstrating digital products and self-service technologies
Ability to identify customers’ needs while leveraging a digital-first mindset
Basic proficiency in making appropriate recommendations that meet customers’ needs
Experience in the financial services industry preferred
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies

Benefits

Comp & perks

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension