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Union Client Relationship Consultant 2

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U.S. Bank National Association

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Location:
United States , Wauwatosa

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Category:
Banking

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Contract Type:
Not provided

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Salary:

20.25 - 24.75 USD / Hour
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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 and serve our clients with operational excellence and accuracy

Requirements:

  • 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
  • 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
  • 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 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

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 26, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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