Client Relationship Advisor — Digital Banking

Us Bank; Columbia Township (MO); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and digital channels, offering trusted guidance on deposit and loan products and services, and tailoring solutions to each client's goals.

You will develop relationships with clients, open new accounts, handle service requests, teach digital self-service tools, and collaborate with branch teams to deliver an exceptional customer experience.

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients
• Thorough knowledge of applicable bank and branch policies, procedures and support systems
• Proven customer service and interpersonal skills
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.

Skills

Relationship-building

Client communication

Bank policies

Customer service

Digital products

Digital-first mindset

Recommendations

Financial services industry

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and digital channels, offering trusted guidance on deposit and loan products and services, and tailoring solutions to each client's goals.

You will develop relationships with clients, open new accounts, handle service requests, teach digital self-service tools, and collaborate with branch teams to deliver an exceptional customer experience.