Client Relationship Advisor (Digital-First Banking)

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Bankers to engage customers across in-person, by appointment, and virtual channels, delivering personalized financial counsel in a digital-first environment. You will assess customer needs, explain deposit and loan products, and nurture relationships with proactive follow-up to meet goals.

The role requires opening accounts, processing requests, and guiding customers through self-service digital options while maintaining compliance and strong service standards.

Qualifications

• High school diploma or equivalent.
• Typically <4 years of retail banking experience or equivalent training.

Responsibilities

• Build relationships with customers across multiple channels to provide counsel.
• Assess banking needs and accurately process customer and account information.
• Educate clients on deposits, loans, and available services and products.
• Open new consumer/business accounts and submit service requests and credit applications.
• Promote digital self-service tools and educate clients on their use.

Skills

Relationship building

Client engagement

Digital products

Interpersonal skills

Banking policies

Customer service

Digital-first mindset

Financial services exp

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Bankers to engage customers across in-person, by appointment, and virtual channels, delivering personalized financial counsel in a digital-first environment. You will assess customer needs, explain deposit and loan products, and nurture relationships with proactive follow-up to meet goals.

The role requires opening accounts, processing requests, and guiding customers through self-service digital options while maintaining compliance and strong service standards.