Client Relationship Pro: Digital Banking & Outreach

U.S. Bank; Castro Valley (CA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in California is seeking a Client Relationship Consultant to engage customers in person, by appointment, and virtually, delivering trusted advisory support while guiding them through available deposit and loan products aligned with their goals.

You will open accounts, process requests, educate clients on digital tools, and collaborate with branch teams to ensure accurate service. A background in retail banking and customer service is preferred; NMLS registration is required where

Qualifications

• High school diploma or equivalent required.
• Typically 3–4 years of retail banking experience or equivalent training.
• Experience building client relationships and delivering strong service.

Responsibilities

• Builds relationships with clients through proactive outreach and follow up.
• Engages and communicates effectively with clients to assess needs.
• Opens consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service tools to meet needs.

Skills

Relationship building

Client engagement

Digital banking

Customer service

Interpersonal skills

Digital products

Needs discovery

Financial services

Education

High school diploma or equivalent

Job description

U.S. Bank in California is seeking a Client Relationship Consultant to engage customers in person, by appointment, and virtually, delivering trusted advisory support while guiding them through available deposit and loan products aligned with their goals.

You will open accounts, process requests, educate clients on digital tools, and collaborate with branch teams to ensure accurate service. A background in retail banking and customer service is preferred; NMLS registration is required where