Digital-First Banking Client Advisor II

Us Bank; Carol Stream (IL); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Dental

Vision

Life insurance

Disability

401(k)

Paid vacation

Paid holidays

Job summary

U.S. Bank is hiring a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, advising on deposit and loan products while adapting a digital-first mindset.

The role involves building strong client relationships, opening accounts, processing service requests, and educating clients on self-service tools to meet financial goals. A strong focus on proactive outreach and collaboration with branch teams is essential.

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 solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• 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.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Relationship building with clients

Customer service

Digital products & self-service

Communication

Proactive outreach

Education

High school diploma or equivalent

Job description

U.S. Bank is hiring a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, advising on deposit and loan products while adapting a digital-first mindset.

The role involves building strong client relationships, opening accounts, processing service requests, and educating clients on self-service tools to meet financial goals. A strong focus on proactive outreach and collaboration with branch teams is essential.