Client Relationship Advisor II — Digital Banking Growth

U.S. Bank; San Diego (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

401(k)

Vacation

Leave

Disability insurance

Life insurance

Adoption assistance

Job summary

U.S. Bank seeks a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels. You will assess needs, educate clients on deposit and loan products, and open new accounts while leveraging digital first banking solutions.

The role requires building strong client relationships, adhering to banking policies, and collaborating with branch teams to deliver accurate service. A strong customer service mindset is essential.

Qualifications

• High school diploma or equivalent is required.
• Retail banking experience or equivalent training preferred.
• Experience building client relationships and explaining banking products.

Responsibilities

• Build relationships with clients across in-person, appointment, and virtual channels.
• Open new consumer and business accounts and process credit applications.
• Educate clients on digital products and self-service banking options.
• Collaborate with branch team to serve clients with accuracy and efficiency.
• Maintain knowledge of banking products, policies, and support systems.

Skills

Relationship building

Client engagement

Bank policies

Customer service

Digital products

Digital-first mindset

Needs exploration

Finance industry experience

Education

High school diploma

Job description

U.S. Bank seeks a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels. You will assess needs, educate clients on deposit and loan products, and open new accounts while leveraging digital first banking solutions.

The role requires building strong client relationships, adhering to banking policies, and collaborating with branch teams to deliver accurate service. A strong customer service mindset is essential.