Client Relationship Advisor - Digital-First Banking

U.S. Bank; Castle Rock (CO); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, delivering trusted financial guidance and a digital-first experience.

The role emphasizes proactive outreach, account openings, and cross-selling financial products while maintaining knowledge of bank policies and collaborating with branch teams to serve clients effectively.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Experience with using and demonstrating digital products and self-service technologies is preferred.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Open new consumer and business accounts and complete service requests.
• Provide guidance on deposit and loan products and services.
• Educate clients on digital products and self-service options to meet needs.
• Maintain knowledge of bank policies and procedures to ensure compliant service.
• Collaborate with branch team members to deliver an optimal client experience.

Skills

Relationship building

Customer service

Digital product knowledge

Communication

Proactive outreach

Sales/advisory skills

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, delivering trusted financial guidance and a digital-first experience.

The role emphasizes proactive outreach, account openings, and cross-selling financial products while maintaining knowledge of bank policies and collaborating with branch teams to serve clients effectively.