Client Relationship Consultant II: Digital Banking & Advisory

U.S. Bank; San Marcos (CA); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Client Relationship Consultant in California to build trusted relationships with customers across in-person, appointment, and virtual channels. You will assess needs, educate clients on products, and open new accounts to support their financial goals.

The role emphasizes a digital-first mindset, collaboration with branch teams, and delivering excellent service through proactive outreach and accurate processing.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of retail banking experience.
• Strong client relationship skills and knowledge of banking products.

Responsibilities

• Build trusted relationships with clients through in-person, appointment, and digital channels.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital banking tools and self-service options.
• Provide proactive outreach and follow-up to meet clients' financial needs.

Skills

Relationship building

Communication

Digital banking

Needs assessment

Proactive outreach

Customer service

Education

High school diploma or equivalent

Tools

Banking systems

Job description

U.S. Bank is seeking a Client Relationship Consultant in California to build trusted relationships with customers across in-person, appointment, and virtual channels. You will assess needs, educate clients on products, and open new accounts to support their financial goals.

The role emphasizes a digital-first mindset, collaboration with branch teams, and delivering excellent service through proactive outreach and accurate processing.