Client Relationship Specialist: Digital Banking Advisor

Us Bank; Modesto (CA); On-site; USD 30,000 - 37,000; Full time

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers through multiple channels, build trusted relationships, and deliver tailored banking solutions with a digital-first mindset.

The role emphasizes proactive outreach, educating clients on digital products, and collaborating with branch teams to meet financial goals. Responsibilities include opening consumer and business accounts, processing requests, and supporting customers with digital services while ensuring compliance

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.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.

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 emerging and self-service digital products and services.

Skills

Relationship building

Communication skills

Digital banking

Customer service

Proactive outreach

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers through multiple channels, build trusted relationships, and deliver tailored banking solutions with a digital-first mindset.

The role emphasizes proactive outreach, educating clients on digital products, and collaborating with branch teams to meet financial goals. Responsibilities include opening consumer and business accounts, processing requests, and supporting customers with digital services while ensuring compliance