Banking Relationship Advisor - Digital Solutions

U.S. Bank; Villa Park (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability coverage

401(k)

Paid vacation

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering thoughtful financial guidance with a digital-first mindset.

Responsibilities include opening accounts, processing requests, and educating clients on deposit and loan products while maintaining strong relationships and compliance with regulatory requirements.

Qualifications

• High school diploma or equivalent required.
• Typically 3–4 years of retail banking experience or equivalent training.
• Proficiency with digital banking products and self-service technologies.
• Strong customer service and interpersonal skills.

Responsibilities

• Builds relationships with clients through multiple channels and provides counsel with a digital-first approach.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service tools to meet their financial needs.
• Collaborates with branch teams to deliver exceptional client service and operational excellence.
• Complies with NMLS registration requirements and background/credit checks as applicable.

Skills

Relationship-building

Client communication

Banking policies

Customer service

Digital products

Digital-first mindset

Needs assessment

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering thoughtful financial guidance with a digital-first mindset.

Responsibilities include opening accounts, processing requests, and educating clients on deposit and loan products while maintaining strong relationships and compliance with regulatory requirements.