Digital-First Banking Relationship Advisor

U.S. Bank; Canal Winchester (OH); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is hiring a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering trusted guidance with a digital-first mindset.

You will assess banking needs, open consumer and business accounts, process basic transactions, educate clients on digital tools, and collaborate with branch teams.

This role requires NMLS registration and compliance with applicable banking regulations.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of retail banking experience or equivalent training.
• Proven ability to build and foster client relationships.
• Experience with digital banking products and self-service technologies.
• Strong knowledge of bank policies, procedures and support systems.
• Mortgage licensing requirements (NMLS) may apply.

Responsibilities

• Build relationships with clients across channels (in-person, by appointment, virtual).
• Assess banking needs and recommend suitable solutions.
• Open consumer and business accounts and process basic transactions.
• Educate clients on digital tools and self-service options.
• Collaborate with branch teams to serve clients effectively.

Skills

Customer service

Relationship building

Communication skills

Digital banking knowledge

Education

High school diploma or equivalent

Tools

CRM software

NMLS knowledge

Job description

U.S. Bank is hiring a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering trusted guidance with a digital-first mindset.

You will assess banking needs, open consumer and business accounts, process basic transactions, educate clients on digital tools, and collaborate with branch teams.

This role requires NMLS registration and compliance with applicable banking regulations.