Client Relationship Advisor, Banking & Digital Services

U.S. Bank

Selma (CA)

On-site

USD 45,000 - 55,000

Full time

5 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance (basic and optional)
Disability insurance
Parental leave
401(k) retirement plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, providing tailored banking counsel and digital-first service. You will assess needs, explain products, and open new accounts while educating clients on digital services.

As a trusted advisor, you will foster relationships, follow up proactively, and collaborate with branch teams to deliver an exceptional client experience in a fast-paced banking environment.

Qualifications

  • High school diploma or equivalent.
  • Minimum three to four years of retail banking experience or equivalent training.

Responsibilities

  • Build and foster relationships with clients through proactive outreach and follow up.
  • Engage with clients across in-person, appointment, and virtual channels.
  • Educate clients on available deposit and loan products and digital self-service options.
  • Open new consumer and business accounts and process service requests.
  • Identify solutions based on clients' needs and communicate effectively.

Skills

Relationship building
Customer service
Communication
Digital banking
Financial services knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, providing tailored banking counsel and digital-first service. You will assess needs, explain products, and open new accounts while educating clients on digital services.

As a trusted advisor, you will foster relationships, follow up proactively, and collaborate with branch teams to deliver an exceptional client experience in a fast-paced banking environment.

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