Client Relationship Consultant II - Digital Banking Advisor

U.S. Bank; La Pine (OR); On-site; USD 58,025,000 - 70,919,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Retirement plan (401k)

Paid vacation

Job summary

U.S. Bank is seeking a Client Relationship Consultant to build strong client relationships across in-person, appointment-based, and virtual channels. You will assess banking needs, open accounts, and process credit applications while educating clients on digital products and self-service options.

The role emphasizes a digital-first approach, proactive outreach, and collaboration with branch teams to deliver exceptional experiences and meet individual financial goals.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of job-related retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow up.
• Engage and communicate effectively with clients to assess needs and explain banking options.
• Open new consumer and business accounts and process service requests including credit applications.
• Educate clients on digital products and self-service tools to meet financial goals.
• Collaborate with branch team members to deliver exceptional customer experiences.

Skills

Relationship building

Effective communication

Bank policies

Customer service

Digital products

Digital self-service

Needs assessment

Financial services

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to build strong client relationships across in-person, appointment-based, and virtual channels. You will assess banking needs, open accounts, and process credit applications while educating clients on digital products and self-service options.

The role emphasizes a digital-first approach, proactive outreach, and collaboration with branch teams to deliver exceptional experiences and meet individual financial goals.