Client Relationship Advisor II

US Bank; Pullman (WA); On-site; USD 48,000 - 64,000; Full time

Job summary

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

You will build relationships, assess banking needs, open accounts, process service requests, and educate clients on deposit and loan products while following branch policies and regulatory requirements, including NMLS requirements where applicable.

Qualifications

• High school diploma or equivalent required.
• 3–4 years of retail banking experience preferred.
• Experience building client relationships.
• Comfort with digital banking tools.
• Ability to meet regulatory and security requirements.

Responsibilities

• Engage customers via multiple channels to understand goals.
• Assess banking needs and recommend products.
• Open consumer and business accounts and process requests.
• Educate clients on digital banking options.
• Maintain compliance with policies and NMLS requirements.

Skills

Relationship building

Customer outreach

Communication skills

Digital product knowledge

Regulatory compliance

Education

High school diploma or equivalent

Job description

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

You will build relationships, assess banking needs, open accounts, process service requests, and educate clients on deposit and loan products while following branch policies and regulatory requirements, including NMLS requirements where applicable.