Digital Banking Client Advisor — Relationship Growth

U.S. Bank

Dickson (OK)

On-site

USD 28,000 - 32,000

Full time

11 days ago

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Benefits offered by this job

Healthcare
Life insurance
Disability leave
Retirement plan (401k)
Paid vacation
Holiday opportunities
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to build lasting relationships with customers through in-person, by appointment, and virtual channels.

You will assess banking needs, explain deposit and loan products, open accounts, and guide clients with a digital-first mindset to enhance the customer experience. The role requires strong communication, reliability, and a willingness to educate clients on self-service tools.

Qualifications

  • High school diploma or equivalent.
  • Typically 3–4 years of retail banking experience or a combination of experience and training.
  • Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • Ability to effectively engage and communicate with clients.
  • Thorough knowledge of applicable bank policies, procedures and support systems.
  • Experience with using and demonstrating digital products and self-service technologies.

Responsibilities

  • Build relationships with clients across channels and provide the best possible counsel.
  • Identify solutions for new and existing clients based on their needs with a digital-first mindset.
  • Open new consumer and business accounts and process service requests.
  • Educate clients on digital products and self-service tools.
  • Collaborate with branch team to serve clients and process basic transactions.
  • Process credit applications and ensure accuracy in client data.

Skills

Relationship building
Customer service
Communication skills
Digital banking
Prospecting / upselling

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to build lasting relationships with customers through in-person, by appointment, and virtual channels.

You will assess banking needs, explain deposit and loan products, open accounts, and guide clients with a digital-first mindset to enhance the customer experience. The role requires strong communication, reliability, and a willingness to educate clients on self-service tools.

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