Client Relationship Consultant II – Digital Banking Advisor

U.S. Bank; Loomis (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Sick and Safe Leave

Adoption assistance

Holiday pay

Job summary

U.S. Bank is seeking a Client Relationship Consultant to connect with customers across in-person, appointment, and virtual channels, offering tailored banking guidance and education on deposits and loans.

The role requires building trust, identifying clients’ needs, and presenting digital-first solutions while collaborating with branch teams. Candidates should understand consumer and business banking products and maintain NMLS registration as required by law.

Qualifications

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

Responsibilities

• Build relationships with clients in-person, by appointment, and virtually to provide banking counsel.
• Educate clients on deposit and loan products and services; assess and fulfill their needs.
• Open new consumer and business accounts and submit credit applications.
• Promote self-service digital tools and guide clients through digital channels.

Skills

Relationship building

Customer service

Communication

Digital products

Self-service tech

Financial knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to connect with customers across in-person, appointment, and virtual channels, offering tailored banking guidance and education on deposits and loans.

The role requires building trust, identifying clients’ needs, and presenting digital-first solutions while collaborating with branch teams. Candidates should understand consumer and business banking products and maintain NMLS registration as required by law.