Client Relationship Advisor - Digital Banking

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Retirement plan (401(k))

Paid vacation and holidays

Disability and life insurance

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and digital channels, offering tailored banking guidance and solutions. The role emphasizes trust, understanding client goals, and educating on deposit and loan products while leveraging digital services.

Responsibilities include proactive outreach, collaboration with branch teams, and opening accounts while ensuring compliance and accuracy in service delivery.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of retail banking experience or equivalent training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identify solutions for clients based on their needs and available products.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital banking products and services.
• Collaborate with branch team to provide an optimal client experience.

Skills

Relationship building

Client communication

Digital banking knowledge

Proactive outreach

Customer service

Financial product knowledge

Tools

CRM systems

NMLS knowledge

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and digital channels, offering tailored banking guidance and solutions. The role emphasizes trust, understanding client goals, and educating on deposit and loan products while leveraging digital services.

Responsibilities include proactive outreach, collaboration with branch teams, and opening accounts while ensuring compliance and accuracy in service delivery.