Full-Time

Client Relationship Consultant

Banker

Deadline 9/18/26
U.S. Bank

U.S. Bank

10,001+ employees

Offers banking, loans, mortgages, investment advisory

Compensation Overview

$21.68 - $27/hr

+ Incentive and recognition programs + Equity stock purchase + 401(k) contribution + Pension

Big Bear Lake, CA, USA

In Person

All scheduled workdays must be performed at a U.S. Bank location.

Category
Finance & Banking (1)
Required Skills
Sales
Customer Service

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Requirements
  • A high school diploma or equivalent is required.
  • Three to four years of customer service experience are required for Client Relationship Consultant 2.
  • Three to four years of sales experience are required for Client Relationship Consultant 2.
  • Typically, four to five years of job-related retail banking experience or equivalent experience and commensurate training are required for Client Relationship Consultant 3.
  • National Mortgage Licensing System registration is required under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
  • Applicants must comply with U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct and workplace conduct and safety policies.
Responsibilities
  • Build relationships with customers through face-to-face engagement and provide counsel when and where customers need it.
  • Assess and attend to customers’ banking needs.
  • Obtain and process customer and account information.
  • Educate clients about available deposit and loan products and services.
  • Recommend financial solutions based on each customer’s goals and needs.
  • Originate and close consumer loans.
  • Open accounts and open or close the branch.
Desired Qualifications
  • 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 and promotions.
  • Strong mathematical, problem-solving, and negotiation skills.
  • Strong verbal and written communication skills.
  • Experience in the financial services industry.
  • Previous supervisory experience.
  • Ability to build and foster client relationships 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.
  • Experience using and demonstrating digital products and self-service technologies.
  • Ability to identify customers’ true needs while leveraging a digital-first mindset.
  • Advanced proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.

U.S. Bank provides a wide range of banking and financial services for individuals, small businesses, and large corporations, including checking, savings, loans, mortgages, and investment advisory. Its products run through a network of physical branches and digital tools like a mobile app, enabling customers to open accounts, transfer funds, apply for loans, invest, and receive guidance. Revenue comes mainly from interest on loans, service fees, and advisory fees. The bank differentiates itself with a broad product lineup, accessibility, and inclusion, aiming to make banking easier and more accessible for people across the United States.

Company Size

10,001+

Company Stage

IPO

Headquarters

Minneapolis, Minnesota

Founded

1863

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Simplify Jobs

Simplify's Take

What believers are saying

  • Second-quarter 2026 revenue hit a record $7.7 billion, and guidance rose to 7%-9%.
  • BTIG produced $98 million revenue in its first month, beating internal expectations.
  • Amazon portfolio and BTIG should add roughly $275 million quarterly revenue by late 2026.

What critics are saying

  • BTIG integration costs $60 million in second half 2026 pressure margins and capital.
  • Cash-sweep litigation was dismissed, but brokerage fee practices remain a recurring plaintiff target.
  • Amazon and BTIG expansion concentrates execution risk; a weak quarter would expose management credibility.

What makes U.S. Bank unique

  • BTIG adds capital markets breadth in equity trading, ECM, and M&A advisory.
  • Elavon reaches 1.3 million customers and expands All-In-One payments across North America.
  • U.S. Bank now issues Amazon small-business cards, embedding itself deeper in merchant spend.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Paid Sick Leave

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