U.S. Bancorp
Client Relationship Consultant 2-4 (Banker) - Omaha Area
U.S. Bancorp, Omaha, Nebraska, us, 68197
Overview
Client Relationship Consultant At U.S. Bank, we are focused on helping customers and businesses make better financial decisions and support the growth of the communities we serve. We offer a wide range of opportunities to grow and thrive from Day One, across channels including in-person, by appointment, and virtually with a digital-first mindset. Job Description
Client Relationship Consultants build relationships with customers by engaging them through multiple channels to provide informed counsel. They assess and attend to customers' banking needs, obtain and process customer and account information, demonstrate and educate clients on deposit and loan products and services, and recommend solutions based on each customer’s goals and needs. Responsibilities include proactive outreach, welcoming clients, processing basic transactions, and collaborating with branch teams to serve clients effectively. The role emphasizes knowledge of consumer and business banking products and services, including digital products and services, to optimize the client experience with accuracy and operational excellence. The position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet registration requirements may affect offers or employment. Role Levels and Qualifications
This active posting covers multiple levels of Client Relationship Consultant roles: Client Relationship Consultant 1, 2, 3, 4, and Premier Client Relationship Consultant 4 and 5. Your experience will be matched to the appropriate level when applying. Client Relationship Consultant 2
Basic Qualifications High school diploma or equivalent Typically 3–4 years of job-related, retail banking experience or equivalent training Preferred Skills / Experience Proven ability to build and foster client relationships through proactive outreach Ability to engage and communicate with clients Knowledge of bank policies, procedures and support systems Strong customer service and interpersonal skills Experience with digital products and self-service technologies Ability to identify customer needs with a digital-first approach Basic proficiency in making appropriate product recommendations Experience in the financial services industry preferred Client Relationship Consultant 3
Basic Qualifications High school diploma or equivalent Typically 4–5 years of job-related, retail banking experience or equivalent training Preferred Skills / Experience Proven ability to build and foster client relationships through proactive outreach Effective engagement and communication with clients Thorough knowledge of bank policies and retail products and services Strong customer service and interpersonal skills Experience in participating in sales campaigns/promotions Experience with digital products and self-service technologies Ability to identify customer needs with a digital-first mindset Advanced level of proficiency in recommendations Experience in the financial services industry preferred Client Relationship Consultant 4
Basic Qualifications High school diploma or equivalent Typically 5+ years of job-related, retail banking experience Preferred Skills / Experience Proven ability to build and foster client relationships through proactive outreach Advanced knowledge of bank policies, procedures and support systems Thorough knowledge of all retail products and services Strong customer service and interpersonal skills Experience in participating in sales campaigns/promotions Experience with digital products and self-service technologies Ability to identify customer needs with a digital-first mindset Advanced level of proficiency in recommendations Experience in the financial services industry preferred Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by Premier Consultants. They must maintain FINRA registrations and meet FINRA SIE, Series 6 (or 7) and Series 63 (or 66) requirements. This role also requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks. Disability Accommodations
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits
Our benefits and total rewards consider members’ whole selves and aim to support health, financial security, and peace of mind. Benefits include (varies by role, location or hours): Healthcare (medical, dental, vision) Basic 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 (2–5 weeks depending on tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. We participate in E-Verify where required. The salary range reflects the primary location listed. Actual range may differ by location.
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Client Relationship Consultant At U.S. Bank, we are focused on helping customers and businesses make better financial decisions and support the growth of the communities we serve. We offer a wide range of opportunities to grow and thrive from Day One, across channels including in-person, by appointment, and virtually with a digital-first mindset. Job Description
Client Relationship Consultants build relationships with customers by engaging them through multiple channels to provide informed counsel. They assess and attend to customers' banking needs, obtain and process customer and account information, demonstrate and educate clients on deposit and loan products and services, and recommend solutions based on each customer’s goals and needs. Responsibilities include proactive outreach, welcoming clients, processing basic transactions, and collaborating with branch teams to serve clients effectively. The role emphasizes knowledge of consumer and business banking products and services, including digital products and services, to optimize the client experience with accuracy and operational excellence. The position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet registration requirements may affect offers or employment. Role Levels and Qualifications
This active posting covers multiple levels of Client Relationship Consultant roles: Client Relationship Consultant 1, 2, 3, 4, and Premier Client Relationship Consultant 4 and 5. Your experience will be matched to the appropriate level when applying. Client Relationship Consultant 2
Basic Qualifications High school diploma or equivalent Typically 3–4 years of job-related, retail banking experience or equivalent training Preferred Skills / Experience Proven ability to build and foster client relationships through proactive outreach Ability to engage and communicate with clients Knowledge of bank policies, procedures and support systems Strong customer service and interpersonal skills Experience with digital products and self-service technologies Ability to identify customer needs with a digital-first approach Basic proficiency in making appropriate product recommendations Experience in the financial services industry preferred Client Relationship Consultant 3
Basic Qualifications High school diploma or equivalent Typically 4–5 years of job-related, retail banking experience or equivalent training Preferred Skills / Experience Proven ability to build and foster client relationships through proactive outreach Effective engagement and communication with clients Thorough knowledge of bank policies and retail products and services Strong customer service and interpersonal skills Experience in participating in sales campaigns/promotions Experience with digital products and self-service technologies Ability to identify customer needs with a digital-first mindset Advanced level of proficiency in recommendations Experience in the financial services industry preferred Client Relationship Consultant 4
Basic Qualifications High school diploma or equivalent Typically 5+ years of job-related, retail banking experience Preferred Skills / Experience Proven ability to build and foster client relationships through proactive outreach Advanced knowledge of bank policies, procedures and support systems Thorough knowledge of all retail products and services Strong customer service and interpersonal skills Experience in participating in sales campaigns/promotions Experience with digital products and self-service technologies Ability to identify customer needs with a digital-first mindset Advanced level of proficiency in recommendations Experience in the financial services industry preferred Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by Premier Consultants. They must maintain FINRA registrations and meet FINRA SIE, Series 6 (or 7) and Series 63 (or 66) requirements. This role also requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks. Disability Accommodations
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits
Our benefits and total rewards consider members’ whole selves and aim to support health, financial security, and peace of mind. Benefits include (varies by role, location or hours): Healthcare (medical, dental, vision) Basic 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 (2–5 weeks depending on tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. We participate in E-Verify where required. The salary range reflects the primary location listed. Actual range may differ by location.
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