Digital Banking Relationship Advisor

U.S. Bank; Baldwin Park (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Paid vacation

Sick and Safe Leave

401(k)

Parental leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels, providing tailored financial guidance and promoting digital tools.

The role focuses on building trust, assessing banking needs, and offering deposit and loan solutions while maintaining compliance with NMLS and company policies. Responsibilities include greeting clients, processing basic transactions, opening accounts, and educating on digital services to enhance the

Qualifications

• High school diploma or equivalent.
• Typically has minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Bilingual ability to read, write, and speak in business-level proficiency of Spanish and English.

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.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.

Skills

Bilingual Spanish/English

Relationship building

Customer service

Communication

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels, providing tailored financial guidance and promoting digital tools.

The role focuses on building trust, assessing banking needs, and offering deposit and loan solutions while maintaining compliance with NMLS and company policies. Responsibilities include greeting clients, processing basic transactions, opening accounts, and educating on digital services to enhance the