Client Relationship Consultant

Job Description

Client Relationship Consultant 2 (Banker) | U.S. Bank

The Tone:
This is a full-time role at U.S. Bank, located in Boise, ID (17th & State). U.S. Bank is a financial institution focused on helping customers and businesses make better financial decisions and supporting community growth. This role is central to building trust with clients, understanding their financial needs, and guiding them toward solutions that support their unique goals.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Boise, ID (17th & State)
• Pay: $20.00–$23.00 hourly
• Mission: Engage and build relationships with clients to understand their financial needs and provide tailored banking and digital solutions.

What You’ll Actually Do
• Client Engagement: Engage clients via multiple channels including in-person, by appointment, and virtually to provide counsel with a digital first mindset.
• Needs Assessment & Solutioning: Proactively outreach, ask questions, and learn about client financial needs and banking channel preferences to identify suitable solutions.
• Product Education & Recommendation: Demonstrate and educate clients on available deposit and loan products and services, recommending solutions based on their unique goals.
• Account Management & Transactions: Open new consumer and business accounts, complete service requests, submit credit applications, and process basic transactions.
• Collaboration & Digital Adoption: Develop collaborative partnerships with branch team members and proactively educate clients on emerging and self-service digital products.

The Must-Haves
• Background: High school diploma or equivalent; National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.
• Experience: Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Skills: Proven ability to build and foster relationships with clients through proactive outreach and follow up; effective client engagement and communication skills; working knowledge of consumer and business banking products and services, including digital products; proven customer service and interpersonal skills; experience using and demonstrating digital products and self-service technologies.
• Bonus: Thorough knowledge of applicable bank and branch policies, procedures, and support systems; 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.