Client Relationship Advisor - Digital-First Banking

U.S. Bank; Medford (MA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability coverage

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across multiple channels, assess banking needs, and recommend suitable deposit and loan solutions. You will open accounts, process requests, and educate clients on digital tools to enhance self-service and efficiency.

The role emphasizes relationship-building, proactive outreach, and collaboration with branch teams to deliver an optimal client experience while adhering to regulatory requirements.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of retail banking experience or related training.

Responsibilities

• Engage customers through in-person, by-appointment, and virtual channels to provide banking solutions.
• Open consumer and business accounts and handle basic transactions.
• Educate clients on digital products and self-service options.
• Develop partnerships with branch teammates to deliver exceptional client experiences.

Skills

Relationship building

Communication

Customer service

Digital banking

Policy knowledge

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across multiple channels, assess banking needs, and recommend suitable deposit and loan solutions. You will open accounts, process requests, and educate clients on digital tools to enhance self-service and efficiency.

The role emphasizes relationship-building, proactive outreach, and collaboration with branch teams to deliver an optimal client experience while adhering to regulatory requirements.