Digital-First Banking Client Advisor

Us Bank

St. George (VT)

On-site

USD 28,000 - 32,000

Full time

14 days+
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability benefits
Maternity & parental leave
401(k) retirement plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to build trusted client relationships across in-person, by appointment, and virtual channels, delivering personalized financial guidance and promoting digital-first banking.

You will open consumer and small business accounts, assess needs, educate customers on deposits and loans, and collaborate with branch teams to provide accurate, efficient service. Strong communication, customer service, and knowledge of digital tools are preferred;

Qualifications

  • High school diploma or equivalent.
  • Typically 3–4 years of retail banking experience or a combination of experience and commensurate training.

Responsibilities

  • Build and foster 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.
  • Collaborate with branch team members to provide accurate, efficient service.

Skills

Relationship building
Communication skills
Digital products knowledge
Customer service
Needs assessment
Bank policies knowledge
Self-service tech experience
Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to build trusted client relationships across in-person, by appointment, and virtual channels, delivering personalized financial guidance and promoting digital-first banking.

You will open consumer and small business accounts, assess needs, educate customers on deposits and loans, and collaborate with branch teams to provide accurate, efficient service. Strong communication, customer service, and knowledge of digital tools are preferred;

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