Client Relationship Consultant: Digital Banking Advocate

U.S. Bank; Northern (KY); Hybrid; USD 77,997,000 - 95,304,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) and retirement plan

Job summary

U.S. Bank seeks a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You will assess needs, educate on deposit and loan products, and recommend solutions based on each client's goals.

The role emphasizes proactive outreach, collaboration with branch teams, and handling account information with accuracy and care. Compliance and digital product proficiency are required.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Builds relationships with clients through in-person, by appointment, and virtual interactions.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service options to meet financial needs.
• Maintains knowledge of retail banking products and services, policies, and procedures.
• Collaborates with branch team members to serve clients with accuracy and excellence.

Skills

Relationship building

Client engagement

Digital banking knowledge

Sales campaigns experience

Customer service skills

Proactive outreach

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You will assess needs, educate on deposit and loan products, and recommend solutions based on each client's goals.

The role emphasizes proactive outreach, collaboration with branch teams, and handling account information with accuracy and care. Compliance and digital product proficiency are required.