U. S. Bank
Financial Services
ClientRelationshipConsultant2(Banker)
“Client Relationship Consultant 2 (Banker) at U. S. Bank. Skills: Client Relationship Building, Financial Needs Assessment, Product Recommendation. Build relationships with customers. Assess and attend to customers’ banking needs”
Industry & Context.
National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z, Subject to criminal background and credit check, Must meet or maintain NMLS registration requirements, including satisfactory criminal and credit record
What They're Looking For.
Must Have
High school diploma or equivalent, Minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
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
What You'll Do.
Build relationships with customers
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Demonstrate and educate clients on products and services
Recommend solutions based on customer goals
Proactively outreach and follow up with clients
Identify solutions for new and existing clients
Maintain knowledge of banking products and services
Greet clients and process basic transactions
Develop collaborative partnerships with team members
Open new consumer and business accounts
Complete service requests and submit credit applications
Educate clients on digital products and services
Leverage resources and technologies to optimize client experience
How You'll Work.
Team & Collaboration
Develop collaborative partnerships with branch team members and partners to best serve clients.
Communication Scope
Effectively 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.