Digital-First Banking Advisor

Us Bank; Apple Valley (MN); On-site; USD 73,039,000 - 89,257,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering personalized financial guidance from day one.

You will assess banking needs, educate clients on deposits and loans, and open new accounts while coordinating with branch teams to ensure excellent service. The role emphasizes proactive outreach, knowledge of retail banking products, and a digital-first approach to help clients achieve their financial goals

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related, retail banking experience or a combination of experience and training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identify solutions for new and existing clients based on their needs.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and self-service options to meet their financial goals.

Skills

Relationship building

Communication

Sales experience

Customer service

Education

High school diploma

Tools

CRM systems

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering personalized financial guidance from day one.

You will assess banking needs, educate clients on deposits and loans, and open new accounts while coordinating with branch teams to ensure excellent service. The role emphasizes proactive outreach, knowledge of retail banking products, and a digital-first approach to help clients achieve their financial goals