Client Relationship Advisor: Banking & Digital Solutions

US Bank; Boise (ID); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Healthcare

Life insurance

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 through in-person, by-appointment, and virtual channels, offering trusted financial counsel and a digital-first experience.

The role emphasizes building durable client relationships, understanding individual goals, and guiding customers with banking products and services. You will open accounts, process requests, and educate clients on digital solutions while collaborating with branch teammates to deliver exceptional

Qualifications

• High school diploma or equivalent.
• 3–4 years of retail banking experience or equivalent training.
• NMLS registration required per SAFÉ Act and Regulation Z.
• Ability to educate clients on digital banking products and services.

Responsibilities

• Builds and fosters client relationships through proactive outreach and follow-up.
• Assess and address customers' banking needs and goals.
• Open new consumer and business accounts and process service requests.
• Educate clients on deposit and loan products and digital self-service options.
• Maintain knowledge of bank policies and support systems to ensure accurate service.

Skills

Relationship building

Client engagement

Communication

Digital banking knowledge

Customer service

Needs assessment

Product recommendations

Industry experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, by-appointment, and virtual channels, offering trusted financial counsel and a digital-first experience.

The role emphasizes building durable client relationships, understanding individual goals, and guiding customers with banking products and services. You will open accounts, process requests, and educate clients on digital solutions while collaborating with branch teammates to deliver exceptional