Digital-First Banking Relationship Advisor

U.S. Bank; Banning (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer‑funded retirement

Paid vacation

Sick leave

Holiday pay

Job summary

U.S. Bank seeks a Client Relationship Consultant to develop strong client relationships through in-person, appointment-based, and virtual engagements.

You will assess banking needs, open accounts, process requests, and educate clients on digital tools to enhance the customer experience. The role emphasizes proactive outreach, knowledge of retail products, and collaboration with branch teams to deliver exceptional service.

Qualifications

• Minimum four to five years of retail banking experience or equivalent training.
• Proven ability to build and foster client relationships through proactive outreach and follow up.
• Strong knowledge of retail banking products, services, and digital offerings.

Responsibilities

• Engage clients across multiple channels to assess financial needs and provide suitable solutions.
• Open new consumer and business accounts and process service requests.
• Educate clients on deposits, loans, and digital self-service options to improve the client experience.

Skills

Relationship building

Effective communication

Digital banking products

Sales campaign experience

Customer service

Self-service tech familiarity

Analytical skills

Team collaboration

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Client Relationship Consultant to develop strong client relationships through in-person, appointment-based, and virtual engagements.

You will assess banking needs, open accounts, process requests, and educate clients on digital tools to enhance the customer experience. The role emphasizes proactive outreach, knowledge of retail products, and collaboration with branch teams to deliver exceptional service.