Client Relationship Advisor, Digital Banking

U.S. Bank; Corona (CA); On-site; USD 62,110,000 - 75,933,000; Full time

Benefits offered by this job

Healthcare (medical)

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k)

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, appointment-based, and virtual channels, providing tailored financial guidance and promoting deposit and loan products. The role emphasizes a digital-first mindset and collaborative teamwork to deliver excellent client experiences.

The position requires NMLS registration under S.A.F.E. Act and background/credit checks.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Thorough knowledge of applicable bank policies, procedures and support systems.
• Experience with using and demonstrating digital products and self-service technologies.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs.
• Maintains knowledge of consumer and business banking products and services including digital products.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service technologies to meet financial needs.

Skills

Relationship building

Customer service

Communication

Digital banking

Sales mindset

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, appointment-based, and virtual channels, providing tailored financial guidance and promoting deposit and loan products. The role emphasizes a digital-first mindset and collaborative teamwork to deliver excellent client experiences.

The position requires NMLS registration under S.A.F.E. Act and background/credit checks.