Banking Relationship Consultant: Digital Guidance

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

Benefits offered by this job

Health insurance

401(k)

Paid vacation

Holiday opportunities

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering confident guidance on deposits, loans, and digital services.

You will identify banking needs, educate clients on products, and process account services with a focus on a digital-first experience. This role emphasizes proactive outreach, collaboration with branch colleagues, and maintaining compliance with NMLS requirements and related checks while

Qualifications

• High school diploma or equivalent.
• 3–4 years of retail banking experience or equivalent training.
• NMLS registration required; background and credit checks will apply.

Responsibilities

• Build relationships with customers through in-person, appointment, and virtual channels.
• Open new consumer and business accounts and process service requests.
• Educate clients on deposit and loan products and digital tools.
• Collaborate with branch team to deliver excellent client experience.

Skills

Relationship building

Customer engagement

Digital banking tools

Communication skills

Team collaboration

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering confident guidance on deposits, loans, and digital services.

You will identify banking needs, educate clients on products, and process account services with a focus on a digital-first experience. This role emphasizes proactive outreach, collaboration with branch colleagues, and maintaining compliance with NMLS requirements and related checks while