Client Relationship Consultant: Digital Banking Expert

U.S. Bank; San Gabriel (CA); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to build trusted client relationships across in-person, appointment, and virtual channels. You will assess banking needs, educate clients on deposit and loan products, and guide customers to digital self-service options.

The role emphasizes proactive outreach, accurate processing of applications, and collaboration with branch teams to serve clients with excellence.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related, retail banking experience or equivalent training.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow up.
• Identify solutions for new and existing clients based on their needs by engaging and communicating with clients.
• Open new consumer and business accounts, process service requests and submit credit applications.
• Educate clients on digital products and self-service technologies to meet financial needs.
• Maintain knowledge of consumer and business banking products and services including digital offerings.

Skills

Relationship building

Customer service

Sales experience

Banking knowledge

Digital banking

Education

High school diploma

Tools

CRM systems

Job description

U.S. Bank is seeking a Client Relationship Consultant to build trusted client relationships across in-person, appointment, and virtual channels. You will assess banking needs, educate clients on deposit and loan products, and guide customers to digital self-service options.

The role emphasizes proactive outreach, accurate processing of applications, and collaboration with branch teams to serve clients with excellence.