Banking Relationship Advisor II - Digital-First

U.S. Bank; Waukee (IA); On-site; USD 28,000 - 34,000; Full time

Job summary

U.S. Bank in Iowa seeks a Client Relationship Consultant to engage customers in-person, by appointment, and virtually, providing trusted counsel and guiding them through digital banking options. You will assess financial needs, open accounts, and educate clients on deposits, loans, and self-service tools.

The role emphasizes proactive outreach, collaboration with branch teams, and accurate processing of applications while adhering to regulatory standards.

Qualifications

• High school diploma or equivalent.
• Typically has 3–4 years of job-related, retail banking experience or a combination of experience and training.
• Experience with digital banking products and self-service technologies is preferred.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Engages clients via multiple channels to assess needs and recommend banking solutions.
• Opens new consumer and business accounts and processes service requests.

Skills

Relationship building

Digital channels

Customer service

Banking products knowledge

Self-service digital

Communication

Education

High school diploma or equivalent

Job description

U.S. Bank in Iowa seeks a Client Relationship Consultant to engage customers in-person, by appointment, and virtually, providing trusted counsel and guiding them through digital banking options. You will assess financial needs, open accounts, and educate clients on deposits, loans, and self-service tools.

The role emphasizes proactive outreach, collaboration with branch teams, and accurate processing of applications while adhering to regulatory standards.