Digital-First Banking Relationship Advisor

U.S. Bank; Charlotte (NC); On-site; USD 33,062 - 39,950; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Paid vacation

11 paid holidays

401(k) plan

Adoption assistance

Job summary

U.S. Bank in Charlotte, NC seeks a Client Relationship Consultant 3 (Banker) to engage customers across in-person, appointment, and digital channels, providing tailored financial guidance and solutions.

The role emphasizes proactive outreach, understanding customers' goals, and leveraging digital tools while maintaining strong compliance and a high standard of service. Expect collaboration with branch teams and a focus on customer experience.

Qualifications

• Knowledgeable about consumer banking products and services.
• Proven ability to build and foster relationships with clients.
• Strong communication and customer service skills.

Responsibilities

• Build relationships with customers through in-person, appointment, and virtual channels.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and self-service tools.
• Collaborate with branch teams to deliver personalized banking solutions.

Skills

Relationship building

Client engagement

Digital banking knowledge

Communication skills

Sales campaigns

Interpersonal skills

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank in Charlotte, NC seeks a Client Relationship Consultant 3 (Banker) to engage customers across in-person, appointment, and digital channels, providing tailored financial guidance and solutions.

The role emphasizes proactive outreach, understanding customers' goals, and leveraging digital tools while maintaining strong compliance and a high standard of service. Expect collaboration with branch teams and a focus on customer experience.