Client Relationship Pro | Digital Banking Advisor

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

Benefits offered by this job

Healthcare

Life Insurance

Disability

Leave: parental

401(k)

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, offering counsel and guiding them through banking decisions.

You will assess financial needs, explain deposit and loan products, and tailor solutions to individual goals while leveraging digital tools. This role emphasizes building trust, proactive outreach, and a digital-first mindset.

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 based on their needs by effectively engaging and communicating with clients.
• Opens new consumer and business accounts and processes service requests and credit applications.
• Educates clients on digital products and self-service technologies to meet their financial needs.

Skills

Relationship building

Customer service

Digital channels

Communication skills

Banking knowledge

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, offering counsel and guiding them through banking decisions.

You will assess financial needs, explain deposit and loan products, and tailor solutions to individual goals while leveraging digital tools. This role emphasizes building trust, proactive outreach, and a digital-first mindset.