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Client Relationship Consultant (Banker)
Client Relationship Consultant (Banker)U.S. Bank • San Francisco, CA, United States
Client Relationship Consultant (Banker)

Client Relationship Consultant (Banker)

U.S. Bank • San Francisco, CA, United States
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  • [job_card.full_time]
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Client Relationship Consultant (Banker)

U.S. Bank

U.S. Bank is on a journey to help customers and businesses make better financial decisions, enabling communities to grow and succeed. A career with U.S. Bank offers a wide range of opportunities for growth and learning from Day One.

Job Description

This role has multiple levels, open to candidates with 3 to 5 years of minimum experience in customer service and sales. The successful candidate will be hired for the level that aligns with their experience. Please note that the salary range corresponds to the lowest level posted.

Responsibilities

  • Build and foster relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and banking channel preferences.
  • Identify solutions for new and existing clients based on their needs, effectively engaging and communicating with clients.
  • Maintain a working knowledge of consumer and business banking products and services, including digital products.
  • Provide a consistent optimal client experience, greeting clients and processing 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.
  • Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

Client Relationship Consultant 2

Basic Qualifications

  • High school diploma or equivalent.
  • Three to four years of customer service experience.
  • Three to four years of sales experience.

    • Preferred Skills / Experience

  • Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems.
  • Thorough 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.
  • Experience assisting less experienced personnel.

    • Client Relationship Consultant 3

    Basic Qualifications

  • High school diploma or equivalent.
  • Four to five years of customer service experience.
  • Four to five years of sales experience.

    • Preferred Skills / Experience

  • Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems.
  • 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.

    • Location Expectations

    This role requires working from a U.S. Bank location five (5) days per week.

    Benefits

  • 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law

    • Equal Employment Opportunity Statement

    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.

    Additional Information

    Posting may be closed earlier due to high volume of applicants.

    #J-18808-Ljbffr

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