Client Relationship Consultant II - Digital Banking Advisor

U.S. Bank; Columbus (OH); On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term disability

Long-term disability

401(k)

Paid vacation

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, appointment-based, and virtual channels, delivering trusted financial guidance and promoting digital banking solutions.

You will open accounts, process requests, and educate clients on products and services to meet their goals. The role emphasizes building strong client relationships, proactive outreach, and collaboration with branch teams to ensure an excellent customer experience while navigating

Qualifications

• High school diploma or equivalent.
• Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, learning about their financial needs and channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve 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

Client communication

Bank policies

Customer service

Digital products

Needs assessment

Recommendations

Financial services exp

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, appointment-based, and virtual channels, delivering trusted financial guidance and promoting digital banking solutions.

You will open accounts, process requests, and educate clients on products and services to meet their goals. The role emphasizes building strong client relationships, proactive outreach, and collaboration with branch teams to ensure an excellent customer experience while navigating