Digital Banking Client Relationship Advisor

U.S. Bank; Port Townsend (WA); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

401(k)

Paid vacation

Holiday leave

Adoption assistance

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You will build trusted relationships, assess banking needs, and educate clients on deposit and loan products to provide tailored solutions.

The role emphasizes a digital-first mindset, cross-selling opportunities, and collaboration with branch teams to deliver exceptional service while maintaining compliance with NMLS and regulatory requirements.

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.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies client needs and recommends solutions based on banking products and services.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service options to meet needs.
• Collaborates with branch team members to serve clients with accuracy and excellence.

Skills

Relationship building

Proactive outreach

Customer service

Digital products

Banking knowledge

Effective communication

Sales/Advising

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You will build trusted relationships, assess banking needs, and educate clients on deposit and loan products to provide tailored solutions.

The role emphasizes a digital-first mindset, cross-selling opportunities, and collaboration with branch teams to deliver exceptional service while maintaining compliance with NMLS and regulatory requirements.