Digital-First Banking Client Advisor

U.S. Bank; Seattle (WA); On-site; USD 71,407,000 - 87,281,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers in-person, by appointment, and virtually, delivering tailored financial guidance and promoting digital products. You will open consumer and business accounts, process requests, and support clients with a digital-first experience.

The role emphasizes building trust, proactive outreach, and collaboration with branch teams to meet customers’ banking needs while adhering to policies 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.
• Opens new consumer and business accounts and completes service requests.
• Educates clients on digital products and self-service technologies to assist with meeting their financial needs.
• Processes basic transactions and maintains a consistent optimal client experience.

Skills

Relationship building

Client communication

Digital banking knowledge

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers in-person, by appointment, and virtually, delivering tailored financial guidance and promoting digital products. You will open consumer and business accounts, process requests, and support clients with a digital-first experience.

The role emphasizes building trust, proactive outreach, and collaboration with branch teams to meet customers’ banking needs while adhering to policies and regulatory requirements.