Client Relationship Advisor — Digital-First Banking

U.S. Bank; Poulsbo (WA); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) employer-funded retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a Client Relationship Consultant in Poulsbo, WA, to engage customers across multiple channels, offering personalized financial guidance and digital-first solutions.

Responsibilities include assessing client needs, educating on deposit and loan products, opening new accounts, and facilitating digital banking adoption while delivering an exceptional, trust-based experience.

Qualifications

• High school diploma or equivalent.
• 3–4 years of retail banking experience.
• Experience with digital banking products and services.
• Strong customer service and interpersonal skills.

Responsibilities

• Engage clients via in-person, by appointment, and virtual channels.
• Assess customers’ banking needs and educate on deposit and loan products.
• Open new consumer and business accounts and process service requests.
• Proactively educate clients on digital products and self-service technologies.

Skills

Relationship building

Proactive outreach

Communication

Digital products

Self-service tech

Needs assessment

Financial services

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant in Poulsbo, WA, to engage customers across multiple channels, offering personalized financial guidance and digital-first solutions.

Responsibilities include assessing client needs, educating on deposit and loan products, opening new accounts, and facilitating digital banking adoption while delivering an exceptional, trust-based experience.