Client Relationship Consultant: Digital Banking Specialist

Us Bank; San Jose (CA); On-site; USD 46,000 - 56,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic & optional)

Disability insurance (short-term &/or

Parental leave

401(k) plan

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels. You’ll assess banking needs, educate clients on deposit and loan products, and provide solutions with a digital-first mindset while ensuring accurate handling of information.

The role emphasizes proactive outreach, collaboration with branch teams, and guiding customers through digital products and services to enhance their financial outcomes.

Qualifications

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

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.

Skills

Relationship building

Proactive outreach

Customer service

Digital products knowledge

Communication

Sales promotions experience

Self-service tech familiarity

Financial services industry experience

Education

High school diploma or equivalent

Tools

Banking systems

Job description

U.S. Bank seeks a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels. You’ll assess banking needs, educate clients on deposit and loan products, and provide solutions with a digital-first mindset while ensuring accurate handling of information.

The role emphasizes proactive outreach, collaboration with branch teams, and guiding customers through digital products and services to enhance their financial outcomes.