Client Relationship Consultant 1-4 (Banker) - Campbell & Los Gatos, CA

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. They build and foster relationships with clients through proactive outreach and follow-up, ask questions and learn about their financial needs, and banking channel preferences. They identify solutions for new and existing clients by effectively engaging and communicating with clients. They maintain a working knowledge of consumer and business banking products and services, including digital products and services. They provide a consistent optimal client experience, greet clients, process basic transactions, and develop collaborative partnerships with branch team members and partners to best serve clients. They open new consumer and business accounts, complete service requests, submit credit applications, proactively educate clients on emerging and self‑service digital products and services, and leverage available resources and technologies to optimize the client experience with operational excellence and accuracy. Qualifications by Level Client Relationship Consultant 1 Basic Qualifications: High school diploma or equivalent Typically has a minimum of one to two years of job‑related retail banking experience or a combination of experience and commensurate training Preferred Skills / Experience: Proven ability to build and foster relationships with clients through proactive outreach and follow‑up Ability to effectively engage and communicate with clients Basic 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 Client Relationship Consultant 2 Basic Qualifications: High school diploma or equivalent Typically has a minimum of three to four years of job‑related retail banking experience or a combination of experience and commensurate training Preferred Skills / Experience: 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 Client Relationship Consultant 3 Basic Qualifications: High school diploma or equivalent Typically has a minimum of four to five years of job‑related retail banking experience or a combination of experience and commensurate training Preferred Skills / Experience: 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 Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience in participating in sales campaigns or 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 Client Relationship Consultant 4 Basic Qualifications: 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 Preferred Skills / Experience: 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 or 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 Location Expectations This role requires working from a U.S. Bank location for all scheduled work days. Benefits 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 Employment Selection and Compliance Applicants will be required to register with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z. They must pass a criminal background and credit check. Failure to meet or maintain NMLS registration requirements may result in rescission of the offer or termination. Background checks will be conducted consistent with local laws and federal regulations, including FINRA, NMLS, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, and the SAFE Act. Candidates must comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct. Equal Employment Opportunity 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. E‑Verify U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. facilities and certain U.S. territories. #J-18808-Ljbffr U.S. Bank