Digital-First Banking Relationship Advisor

U.S. Bank; Fullerton (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

401(k) plan

Paid vacation

Holidays

Parental leave

Adoption assistance

Job summary

U.S. Bank in California seeks a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels, delivering trusted financial guidance with a digital-first mindset.

Responsibilities include opening new consumer and business accounts, processing service requests, and presenting deposit and loan options while building enduring client relationships with branch teams and partners.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of retail banking experience or equivalent training.
• Experience with digital banking and self-service technologies.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and self-service tools.
• Collaborate with branch team members to serve clients effectively.
• Identify solutions for clients based on their needs and banking channel preferences.

Skills

Relationship building

Proactive outreach

Customer service

Effective communication

Digital products familiarity

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank in California seeks a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels, delivering trusted financial guidance with a digital-first mindset.

Responsibilities include opening new consumer and business accounts, processing service requests, and presenting deposit and loan options while building enduring client relationships with branch teams and partners.