Client Relationship Consultant - Digital Banking

Us Bank; Castle Rock (CO); On-site; USD 66,448,536 - 81,234,316; Full time

Benefits offered by this job

Health insurance

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers in person, by appointment, and virtually, offering tailored financial guidance with a digital-first mindset.

You will assess needs, educate on deposits and loans, and open accounts while coordinating with the branch team for excellent service. Responsibilities include proactive outreach, understanding client goals, recommending solutions, and guiding customers through digital self-service tools.

Qualifications

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

Responsibilities

• Build relationships with clients across multiple channels to provide financial counsel.
• Identify client needs and educate them on deposit and loan products and services.
• Open new consumer and business accounts and process basic transactions.
• Promote digital products and self-service options to enhance the client experience.
• Collaborate with branch teams to deliver excellent customer service.

Skills

Relationship building

Customer service

Digital banking

Interpersonal skills

Communication skills

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers in person, by appointment, and virtually, offering tailored financial guidance with a digital-first mindset.

You will assess needs, educate on deposits and loans, and open accounts while coordinating with the branch team for excellent service. Responsibilities include proactive outreach, understanding client goals, recommending solutions, and guiding customers through digital self-service tools.