Client Relationship Advisor – Digital Banking

U.S. Bank

Springfield (IL)

On-site

USD 28,000 - 34,000

Full time

5 days ago
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Benefits offered by this job

Healthcare
Life insurance
Disability
Vacation
Holidays
Adoption assistance
Paid leave

Job summary

U.S. Bank seeks a Client Relationship Consultant to engage customers via in-person, by appointment, and virtual channels, providing tailored banking guidance and education on digital products.

You will open accounts, process requests, and identify client needs to offer appropriate financial solutions while maintaining strong compliance and service standards. The role emphasizes proactive outreach, collaborative teamwork, and building long-term client relationships in a dynamic banking

Qualifications

  • High school diploma or equivalent required.
  • Retail banking experience 3–4 years or equivalent training preferred.
  • Strong relationship-building and customer-service skills.

Responsibilities

  • Engage customers across in-person, appointment, and virtual channels to provide banking guidance.
  • Open new consumer and business accounts and process service requests.
  • Educate clients on deposit/loan products and digital services.
  • Identify customer needs and recommend appropriate solutions with a digital-first approach.
  • Maintain knowledge of bank policies and risk controls; participate in NMLS registration process when required.

Skills

Relationship building
Client communication
Customer service
Digital product familiarity
Needs assessment
Proactive outreach
Financial services knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Client Relationship Consultant to engage customers via in-person, by appointment, and virtual channels, providing tailored banking guidance and education on digital products.

You will open accounts, process requests, and identify client needs to offer appropriate financial solutions while maintaining strong compliance and service standards. The role emphasizes proactive outreach, collaborative teamwork, and building long-term client relationships in a dynamic banking

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