CrawlJobs Logo

Client Relationship Consultant 4

usbank.com Logo

U.S. Bank National Association

Location Icon

Location:
United States , Thousand Oaks

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

30.90 - 37.76 USD / Hour
Save Job
Save Icon
Apply Position

Job Description:

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

Job Responsibility:

  • Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually
  • Provide the best possible counsel while adapting a digital first mindset
  • Assess and attend to customers’ banking needs
  • Obtain and process customer and account information
  • Demonstrate and educate clients on available deposit and loan products and services
  • Recommend solutions based on each customer’s unique goals and needs
  • Builds and fosters relationships with clients through proactive outreach and follow up
  • Identifies solutions for new and existing clients based on their needs
  • Maintains a working knowledge of consumer and business banking products and services including digital products and services
  • Provides a consistent optimal client experience, including greeting clients and processing basic transactions
  • Develops collaborative partnerships with branch team members and partners
  • Opens new consumer and business accounts, completes service requests and submits credit applications
  • Proactively educates clients on emerging and self-service digital products and services
  • Leverages available resources and technologies to optimize the client experience

Requirements:

  • High school diploma or equivalent
  • Typically has five or more 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
  • Subject to required registration process, including a criminal background and credit check

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
  • Advanced knowledge of applicable bank and branch policies, procedures and support systems
  • Thorough knowledge of all retail products and services
  • Proven customer service and interpersonal skills
  • Experience in participating in sales campaigns/promotions
  • 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
  • Experience in the financial services industry preferred
What we offer:
  • 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

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
U.S. Bank National Association - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Relationship Consultant 4

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
  • Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
  • Demonstrated success in business development, client acquisition, and relationship deepening
  • Robust understanding of investment products, wealth strategies, and financial planning tools
  • Excellent interpersonal, analytical, and communication skills
  • Ability to work both independently and as part of a collaborative team
  • Mandatory certifications required for advising on financial products in Singapore
  • Willingness to travel locally for client engagement when necessary
Job Responsibility
Job Responsibility
  • Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
  • Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
  • Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
  • Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes
  • Translate insights into actionable advice that supports clients’ wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies
What we offer
What we offer
  • Global benefits designed to support well-being, growth, and work-life balance
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4 to 6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
  • strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
  • demonstrated success in business development, client acquisition, and relationship deepening
  • robust understanding of investment products, wealth strategies, and financial planning tools
  • excellent interpersonal, analytical, and communication skills
  • ability to work both independently and as part of a collaborative team
  • mandatory certifications required for advising on financial products in Singapore
  • willingness to travel locally for client engagement when necessary
Job Responsibility
Job Responsibility
  • design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
  • cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
  • serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
  • conduct regular reviews to ensure client strategies evolve with changing needs
  • partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • stay current with market trends, investment opportunities, and regulatory changes
  • translate insights into actionable advice that supports clients’ wealth goals
  • organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • ensure full compliance with KYC/AML, regulatory, and internal policies
  • Fulltime
Read More
Arrow Right

Consultant

Consultant – Consulting Delivery (Technology). GlobalData is a leading intellige...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strategic and Analytical Thinking: Ability to analyze and synthesize complex information into clear, client-relevant insights
  • Problem-Solving: Strong problem-solving abilities, with a structured and pragmatic approach to addressing client challenges
  • Quantitative and Qualitative Analysis: Experience delivering quantitative analysis using proprietary, primary, and secondary data to generate compelling insights, as well as qualitative analysis including desk research, interviews and surveys
  • Deliverable Preparation: Ability to write and create compelling, error-free client deliverables that synthesize insight in an audience-aware format
  • Technical Skills: Strong skills related to data analysis and modeling, market sizing, competitive analysis, benchmarking and primary research
  • Industry Knowledge: Knowledge of the Enterprise Software, Technology or Telco sectors obtained through industry, consulting, or research roles
  • Communication Skills: Excellent written and verbal communication skills, including clear and confident presentation skills, with the ability to influence and engage stakeholders at all levels
  • Client Management: Experience working closely with and managing internal and/or external clients, and in preparing and conducting presentations
  • Experience: Typically 2–4 years’ experience in consulting, strategy, research-led consulting, or analytical roles
Job Responsibility
Job Responsibility
  • Project Delivery: Support the delivery of consulting engagements, contributing to the translation of GlobalData research and analysis into clear, decision-oriented insights for clients
  • Execute multiple workstreams, supporting timelines, dependencies, risk management, and quality standards
  • Support the Engagement Manager and Senior Consultants in structuring project plans, milestones, and delivery schedules
  • Ensure assigned outputs are delivered on time, within scope, and to agreed quality standards
  • Review outputs to ensure consistency, accuracy, and clarity and clear linkage between analysis and client objectives before client delivery
  • Apply structured consulting frameworks and judgement to translate qualitative and quantitative inputs into coherent, client-relevant implications, conclusions, and actionable recommendations
  • Client Relationship Management: Support Consulting Directors, Engagement Managers and Senior Consultants in maintaining client satisfaction through reliable, value-added delivery and regular client communication
  • Participate in client interactions to present insights, project findings, respond to questions, and refine outputs based on feedback, clearly articulating implications, conclusions, and recommendations
  • Contribute to the development of client-ready materials that support decision-making
  • Strategic Development: Support the development of consulting solutions and engagement approaches through research and analysis
  • Fulltime
Read More
Arrow Right
New

Treasury Management & Payments Consultant 4

This position is responsible for the acquisition, expansion and retention of new...
Location
Location
United States , Brea
Salary
Salary:
111095.00 - 130700.00 USD / Year
usbank.com Logo
U.S. Bank National Association
Expiration Date
February 27, 2026
Flip Icon
Requirements
Requirements
  • Bachelor's degree, or equivalent work experience
  • Five to seven years of related experience
  • Thorough knowledge and hands-on experience with Treasury Management and Payments solutions, including ACH, wires, fraud mitigation tools, remote deposit capture, merchant services, and embedded payment platforms
  • Well-developed sales and new business development skills
  • Strong client service and relationship skills
  • Active listening and problem-solving skills
  • Familiarity with digital banking platforms and tools such as SinglePoint, Salesforce, and other client onboarding systems
  • Good client service and relationship skills
  • Effective verbal and written communication skills, and the ability to work independently
  • Active listening and problem-solving skills
Job Responsibility
Job Responsibility
  • Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business
  • In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business
  • Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships
  • Provide consultative and insightful feedback to clients
  • Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect
  • Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy
  • Meet or exceed assigned sales and revenue goals and retention objectives
  • May assist in the structuring of new or modified Payment services and oversee the proper implementation of those services
  • Build relationships in the community and engage with local organizations
  • Identify business development opportunities as well as ways for U.S. Bank to make a difference in the communities we call home
What we offer
What we offer
  • 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
  • Fulltime
!
Read More
Arrow Right

Senior Consultant

Senior Consultant – Consulting Delivery (Technology)
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strategic and Analytical Thinking: Ability to conceptualize and communicate solutions to our clients' business issues. Strong ability to synthesize complex information into clear, client-relevant insights
  • Problem-Solving: Strong problem-solving abilities, with a proactive and solution-oriented approach. Proven ability to address complex client challenges with structured and pragmatic approaches
  • Quantitative and Qualitative Analysis: Experience delivering quantitative analysis using proprietary, primary, and secondary data to generate compelling insights, as well as qualitative analysis including interviews and surveys, conducted with structure and confidence to draw actionable conclusions
  • Deliverable Preparation: Ability to write and create compelling, error-free client deliverables that synthesize insight in an audience-aware format
  • Technical Skills: Very strong skills related to data analysis and modeling, market sizing, competitive analysis, benchmarking and primary research, and other relevant analytic frameworks
  • Industry Knowledge: Knowledge of the Enterprise Software, Technology or Telco sectors obtained through either working in the industry or in a consultancy
  • Management Experience: Extensive project management experience and experience managing a small team within a client support role, demonstrating ability to manage projects to deadlines while maintaining quality
  • Communication Skills: Excellent written and verbal communication skills, including clear and confident presentation skills, with the ability to influence and engage stakeholders at all levels
  • Client Management: Experience working closely with and managing internal and/or external clients, and in preparing and conducting presentations to Senior Management
  • Experience: Typically 4–7 years’ experience in consulting, strategy, or research-led consulting environments
Job Responsibility
Job Responsibility
  • Project Delivery: Primarily deliver consulting engagements, translating GlobalData research and analysis into clear, decision-oriented insights for clients. Lead the execution of multiple workstreams, including timelines, dependencies, and risks, ensuring high-quality outputs. Support the Engagement Manager in structuring project plans, milestones, and delivery schedules. Ensure workstreams are delivered on time, within scope, within budget, and to agreed quality standards. Review outputs to ensure consistency, accuracy, and clarity and clear linkage between analysis and client objectives before client delivery. Apply structured consulting frameworks and judgement to translate qualitative and quantitative inputs into coherent, client-relevant implications, conclusions, and actionable recommendations
  • Client Relationship Management: Support Consulting Directors and Engagement Manager in maintaining client satisfaction through reliable, value-added delivery and regular client communication. Engage directly with clients to present insights, project findings, respond to questions, and refine outputs based on feedback, clearly articulating implications, conclusions, and recommendations. Ensure deliverables clearly articulate what findings mean for client priorities, rather than remaining purely descriptive. Contribute to the development of client-ready materials that support decision-making
  • Strategic Development: Support the Engagement Manager and Consulting Directors in developing consulting solutions and engagement approaches. Leverage the skill sets of the consulting team and the assets of the company to create innovative solutions and new business opportunities. Support the Consulting Directors with client and business development work. Apply consulting judgement and frameworks to shape structured, decision-oriented client narratives. Contribute to the development of recommendations aligned to client strategic priorities
  • Team Management and Development: Support in the development of a dedicated consulting team, promoting a culture of continuous learning and high performance. Provide guidance and coaching to Consultants, supporting development of consulting delivery skills, structured thinking, and quality standards. Foster collaboration across consulting, research, and sales teams. Collaborate strongly with colleagues in various roles, including sales, research and analysis, and customer success. Contribute to building a high-performing consulting team culture
  • Thought Leadership: Contribute to the development and dissemination of thought leadership materials, including white papers, articles, client-facing insights, and presentations, to position GlobalData as a leader in the Technology sector. Support representation of GlobalData at client meetings, webinars, or industry events as required
  • Innovation and Improvement: Continuously seek opportunities to innovate and improve consulting methodologies, tools, and processes. Stay abreast of industry trends, emerging technologies, and competitive dynamics to ensure GlobalData remains at the forefront of market research and consulting
Read More
Arrow Right

Senior Consultant

Senior Consultant – Consulting Delivery (Technology). Your key responsibilities ...
Location
Location
United States , New York; San Francisco
Salary
Salary:
70000.00 - 80000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strategic and Analytical Thinking: Ability to conceptualize and communicate solutions to our clients' business issues. Strong ability to synthesize complex information into clear, client-relevant insights
  • Problem-Solving: Strong problem-solving abilities, with a proactive and solution-oriented approach. Proven ability to address complex client challenges with structured and pragmatic approaches
  • Quantitative and Qualitative Analysis: Experience delivering quantitative analysis using proprietary, primary, and secondary data to generate compelling insights, as well as qualitative analysis including interviews and surveys, conducted with structure and confidence to draw actionable conclusions
  • Deliverable Preparation: Ability to write and create compelling, error-free client deliverables that synthesize insight in an audience-aware format
  • Technical Skills: Very strong skills related to data analysis and modeling, market sizing, competitive analysis, benchmarking and primary research, and other relevant analytic frameworks
  • Industry Knowledge: Knowledge of the Enterprise Software, Technology or Telco sectors obtained through either working in the industry or in a consultancy
  • Management Experience: Extensive project management experience and experience managing a small team within a client support role, demonstrating ability to manage projects to deadlines while maintaining quality
  • Communication Skills: Excellent written and verbal communication skills, including clear and confident presentation skills, with the ability to influence and engage stakeholders at all levels
  • Client Management: Experience working closely with and managing internal and/or external clients, and in preparing and conducting presentations to Senior Management
  • Experience: Typically 4–7 years’ experience in consulting, strategy, or research-led consulting environments.
Job Responsibility
Job Responsibility
  • Project Delivery: Primarily deliver consulting engagements, translating GlobalData research and analysis into clear, decision-oriented insights for clients. Lead the execution of multiple workstreams, including timelines, dependencies, and risks, ensuring high-quality outputs. Support the Engagement Manager in structuring project plans, milestones, and delivery schedules. Ensure workstreams are delivered on time, within scope, within budget, and to agreed quality standards. Review outputs to ensure consistency, accuracy, and clarity and clear linkage between analysis and client objectives before client delivery. Apply structured consulting frameworks and judgement to translate qualitative and quantitative inputs into coherent, client-relevant implications, conclusions, and actionable recommendations
  • Client Relationship Management: Support Consulting Directors and Engagement Manager in maintaining client satisfaction through reliable, value-added delivery and regular client communication. Engage directly with clients to present insights, project findings, respond to questions, and refine outputs based on feedback, clearly articulating implications, conclusions, and recommendations. Ensure deliverables clearly articulate what findings mean for client priorities, rather than remaining purely descriptive. Contribute to the development of client-ready materials that support decision-making
  • Strategic Development: Support the Engagement Manager and Consulting Directors in developing consulting solutions and engagement approaches. Leverage the skill sets of the consulting team and the assets of the company to create innovative solutions and new business opportunities. Support the Consulting Directors with client and business development work. Apply consulting judgement and frameworks to shape structured, decision-oriented client narratives. Contribute to the development of recommendations aligned to client strategic priorities
  • Team Management and Development: Support in the development of a dedicated consulting team, promoting a culture of continuous learning and high performance. Provide guidance and coaching to Consultants, supporting development of consulting delivery skills, structured thinking, and quality standards. Foster collaboration across consulting, research, and sales teams. Collaborate strongly with colleagues in various roles, including sales, research and analysis, and customer success. Contribute to building a high-performing consulting team culture
  • Thought Leadership: Contribute to the development and dissemination of thought leadership materials, including white papers, articles, client-facing insights, and presentations, to position GlobalData as a leader in the Technology sector. Support representation of GlobalData at client meetings, webinars, or industry events as required
  • Innovation and Improvement: Continuously seek opportunities to innovate and improve consulting methodologies, tools, and processes. Stay abreast of industry trends, emerging technologies, and competitive dynamics to ensure GlobalData remains at the forefront of market research and consulting.
  • Fulltime
Read More
Arrow Right

People Experience Senior Consultant

When a company goes through any type of transformation, change management activi...
Location
Location
Japan , Tokyo
Salary
Salary:
9000000.00 - 18000000.00 JPY / Year
https://www.randstad.com Logo
Randstad
Expiration Date
June 25, 2026
Flip Icon
Requirements
Requirements
  • At least 7 years of work experience with 4 years in consulting experiences
  • Have leadership capability to lead a group of 3-5 people in a project or in an organization
  • Have experience with proposal and project delivery in consulting
  • Have capability to build strong client relationship
  • Have consulting experience in any of the following: Any business transformation related work, such as organization changes, operating model redesign, process improvements, etc. in Finance, Supply Chain, Human Resources or IT
  • Any technology implementation, such as SAP S/4 HANA, Ariba, SuccessFactors, Workday, Oracle, ServiceNow, Salesforce, etc.
  • Business level English (TOEIC 850 +)
  • Above business level or fluent level Japanese (JLPT N2)
  • Strong communication and teaming skills: strong communicator to quickly building trusting relationships, demonstrating expertise and influencing others to gain support
  • Analytical and problem-solving skills: practical problem-solving skills
Job Responsibility
Job Responsibility
  • Engaging with the leadership and management so they are aligned and supportive of the transformation
  • Evaluating the detailed impact of the transformation on the people, processes, and systems to identify actions and communications necessary to prepare the people and business for the change
  • Identifying training needs and creating the training tools and materials for people to have the knowledge and skills needed to successfully adopt the change
What we offer
What we offer
  • Truly global career opportunities
  • Collaborative team environment
  • Excellent learning and development opportunities
  • Technology focus
  • 健康保険　厚生年金保険　雇用保険,労災保険
  • 日曜日,土曜日,祝日
  • 完全週休2日制（土・日）、祝祭日 年末年始休暇 有給休暇 慶弔休暇等 創立記念日
  • Performance-based bonus
  • Fulltime
Read More
Arrow Right

Technical IT Account Manager/vCIO

Technical IT Account Manager/vCIO Job Description
Location
Location
United States , New York
Salary
Salary:
85000.00 - 95000.00 USD / Year
powerconsulting.com Logo
Power Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-3 years professional technical support or project management
  • 4-6 years vCIO & technical consulting experience (meet with client to determine technical needs)
  • MSP (Managed Service Provider) experience required
  • Ability to improve customer service, perception and satisfaction
  • Create technical proposals and recommendations, in professional business format
  • Leadership: Ability to participate in problem resolution. Quick to learn and committed to finding creative solutions to difficult problems. Ability to work in team environment.
  • Business awareness of how IT relates to business strategy and goals
  • Client technical documentation and analysis
  • Excellent communication abilities: verbal and written
  • Strong documentation/reporting skills
Job Responsibility
Job Responsibility
  • Consult with clients on technology best practices
  • Develop technical solutions for client needs
  • Develop technical planning & budgeting documents
  • Help customers keep technology in alignment with business objectives
  • Create quotes for client needs
  • Create client Statements of Work
  • Respond to escalated client account problems
  • Develop client relationships though consistent communication
What we offer
What we offer
  • Competitive Salary
  • Full health benefits
  • Paid training and professional certifications
  • Career advancement opportunities
  • Great team of peers
  • Learning environment
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy