Client Relationship Consultant II - Digital Banking Advisor

U.S. Bank

Columbus (OH)

On-site

USD 28,000 - 34,000

Full time

5 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) retirement plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank in Columbus is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, providing tailored financial guidance and expanding digital banking adoption.

You will open accounts, process requests, educate clients on products, and collaborate with branch teams to deliver an exceptional, compliant customer experience. A high school diploma and several years of retail banking experience are typical; strong communication, problem

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.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up.
  • Identifies solutions for new and existing clients by engaging and communicating with clients.
  • Opens new consumer and business accounts and processes service requests.
  • Educates clients on digital products and self-service technologies to meet financial needs.

Skills

Proactive outreach
Communicate with clients
Digital products
Self-service tech
Customer service
Needs assessment
Financial services
Bank policies

Education

High school diploma or equivalent

Job description

U.S. Bank in Columbus is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, providing tailored financial guidance and expanding digital banking adoption.

You will open accounts, process requests, educate clients on products, and collaborate with branch teams to deliver an exceptional, compliant customer experience. A high school diploma and several years of retail banking experience are typical; strong communication, problem

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