Client Relationship Consultant, Multiple Levels

U.S. Bank

. Build relationships with customers through face-to-face engagement .

Posted 9/22/2026full-timeSan Diego • California • United StatesMid-LevelSenior💰 $23 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and sales expertise, with a thorough understanding of retail products and services. Proven ability to build client relationships, assess banking needs, and recommend financial solutions while adhering to compliance and regulatory standards.

Highest-signal resume keywords

Customer Service ExperienceSales ExperienceRetail Product KnowledgeNMLS RegistrationInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consumer Loan OriginationAccount ManagementFinancial Solutions RecommendationMathematical SkillsProblem-Solving SkillsNegotiation Skills

Soft Skills

Communication SkillsRelationship Building

Certifications & Qualifications

NMLS Registration

Industry Keywords

Financial ServicesRetail BankingSales CampaignsBank PoliciesCode of Ethics

About the role

Key responsibilities & impact

Build relationships with customers through face-to-face engagement
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Educate clients about available deposit and loan products and services
Recommend financial solutions based on customers’ unique goals and needs
Originate and close consumer loans
Open accounts
Open and/or close the branch
Work from a U.S. Bank location for all scheduled workdays

Requirements

What you’ll need

High school diploma or equivalent
3 years to 5 years minimum experience in customer service and sales
Client Relationship Consultant 2: Three to four years of customer service experience
Client Relationship Consultant 2: Three to four years of sales experience
Client Relationship Consultant 3: Four to five years of customer service experience
Client Relationship Consultant 3: Four to five years of sales experience
Client Relationship Consultant 4: Five or more years of customer service experience
Client Relationship Consultant 4: Five or more years of sales experience
Thorough or advanced knowledge of retail product philosophy, policy, procedures, documentation and systems
Thorough or advanced knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience participating in sales campaigns/promotions
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred
Previous supervisory experience preferred
National Mortgage Licensing System (NMLS) registration required under the S.A.F.E. Act of 2008 and Regulation Z
Must undergo the required NMLS registration process, including a criminal background and credit check
Must 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