Client Relationship Advisor – Banking & Digital Solutions

U.S. Bank

Colorado Springs (CO)

On-site

USD 28,000 - 34,000

Full time

8 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k)
Paid vacation
11 paid holidays
Adoption assistance
Sick and Safe Leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels while guiding digital-first banking solutions. You will assess customer needs, explain deposit and loan products, and open accounts to support financial goals with accuracy and care.

You’ll develop partnerships with branch teams, promote self-service tools, and contribute to a seamless client experience through proactive outreach and education on digital capabilities.

Qualifications

  • Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • Experience with using and demonstrating digital products and self-service technologies.
  • Thorough knowledge of applicable bank policies, procedures and support systems.
  • Strong customer service and interpersonal skills.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up.
  • Opens new consumer and business accounts and processes service requests.
  • Educates clients on digital products and self-service options to meet financial goals.

Skills

Relationship building
Customer engagement
Digital products
Self-service tech
Needs assessment
Interpersonal skills
Financial services 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 while guiding digital-first banking solutions. You will assess customer needs, explain deposit and loan products, and open accounts to support financial goals with accuracy and care.

You’ll develop partnerships with branch teams, promote self-service tools, and contribute to a seamless client experience through proactive outreach and education on digital capabilities.

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