U. S. Bank
ClientRelationshipConsultant2(Banker)
“Client Relationship Consultant 2 (Banker) at U. S. Bank. Skills: Client Relationship Building, Financial Needs Assessment, Product Recommendation. Build relationships with customers. Provide financial counsel”
Industry & Context.
Requires National Mortgage Licensing System (NMLS) registration, Subject to criminal background and credit check, Must maintain satisfactory criminal and credit record
What They're Looking For.
Must Have
High school diploma or equivalent, Typically has 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
Nice to Have
Proven 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 with using and demonstrating digital products and self-service technologies, Ability to explore and identify a customer’s true needs while leveraging a digital first mindset, Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively, Experience in the financial services industry preferred
What You'll Do.
Build relationships with customers
Provide financial counsel
Assess customer banking needs
Process customer and account information
Demonstrate and educate clients on products
Recommend solutions based on customer goals
Proactively outreach to clients
Identify solutions for clients
Maintain knowledge of banking products
Provide optimal client experience
Process basic transactions
Complete service requests
Submit credit applications
Educate clients on digital products
Leverage resources and technologies
Serve clients with operational excellence
How You'll Work.
Team & Collaboration
Develop collaborative partnerships with branch team members and partners
Communication Scope
Engage and communicate with clients
Applying for this Client Relationship Consultant 2 (Banker) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about U. S. Bank?
Real rants from real employees. Read before you apply.