Client Relationship Advisor - Digital Banking & Growth

U.S. Bank

Hugo (MN)

On-site

USD 30,000 - 36,000

Full time

10 days ago

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Benefits offered by this job

Healthcare
Life insurance
Disability insurance
Parental leave
401(k)
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, building trusted relationships and delivering tailored banking solutions.

You will assess needs, educate clients on products, and help process deposits, loans, and digital services with a strong emphasis on a digital-first client experience. The role requires a willingness to comply with NMLS/S.A.F.E.

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

  • 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.
  • Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
  • Provides a consistent optimal client experience, including greeting clients and processing basic transactions.

Skills

Client relationships
Proactive outreach
Effective communication
Bank policies
Customer service
Digital products
Self-service tech
Digital first mindset
Financial services

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, building trusted relationships and delivering tailored banking solutions.

You will assess needs, educate clients on products, and help process deposits, loans, and digital services with a strong emphasis on a digital-first client experience. The role requires a willingness to comply with NMLS/S.A.F.E.

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