Digital Banking Client Advisor

U.S. Bank; Appleton (WI); On-site; USD 37,195 - 45,460; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Paid holidays

Sick leave

Parental leave

Job summary

U.S. Bank in Wisconsin is seeking a Client Relationship Consultant who will engage customers in person, by appointment and virtually to provide financial guidance and support.

You will open accounts, assess needs, educate clients on deposits, loans and digital services, and collaborate with branch teammates to deliver a seamless client experience. A strong focus on proactive outreach and digital-first solutions is essential.

Qualifications

• High school diploma or equivalent required.
• Typically five or more years of retail banking experience.
• NMLS registration may be required and background/credit checks may apply.

Responsibilities

• Build relationships with clients across multiple channels (in-person, by appointment, virtual).
• Open new consumer and business accounts and process service requests.
• Educate clients on deposits, loans, and digital products and services.
• Proactively outreach to clients, following up to identify needs and provide solutions.
• Collaborate with branch teammates to deliver an exceptional client experience.

Skills

Client relationships

Proactive outreach

Effective communication

Digital products knowledge

Sales experience

Digital-first mindset

Financial services experience

Education

High school diploma

Job description

U.S. Bank in Wisconsin is seeking a Client Relationship Consultant who will engage customers in person, by appointment and virtually to provide financial guidance and support.

You will open accounts, assess needs, educate clients on deposits, loans and digital services, and collaborate with branch teammates to deliver a seamless client experience. A strong focus on proactive outreach and digital-first solutions is essential.