Client Relationship Pro: Digital-First Banking Advisor

U.S. Bank

Tempe (AZ)

On-site

USD 28,000 - 34,000

Full time

14 days+

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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) and employer-funded retirement
Paid vacation
11 paid holidays
Disability insurance
Parental leave
Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant in Tempe, AZ to engage customers across in-person, by-appointment, and virtual channels. You will assess banking needs, educate clients on products, and open accounts while promoting a digital-first experience.

The role emphasizes proactive outreach, strong communication, and collaboration with branch teams to deliver excellent service and accurate processing of transactions.

Qualifications

  • High school diploma or equivalent required.
  • 3–4 years of retail banking experience or equivalent training preferred.
  • Strong relationship-building and communication with customers.

Responsibilities

  • Builds relationships with clients through in-person, by appointment, and digital channels.
  • Offers guidance on deposit and loan products and services based on customer goals.
  • Processes basic transactions and opens new consumer and business accounts.
  • Educates clients on digital products and self-service options to enhance banking experience.

Skills

Relationship building
Communication skills
Customer service
Digital banking
Financial product knowledge

Education

High school diploma or equivalent

Tools

Banking systems knowledge

Job description

U.S. Bank is seeking a Client Relationship Consultant in Tempe, AZ to engage customers across in-person, by-appointment, and virtual channels. You will assess banking needs, educate clients on products, and open accounts while promoting a digital-first experience.

The role emphasizes proactive outreach, strong communication, and collaboration with branch teams to deliver excellent service and accurate processing of transactions.

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