Digital-First Banking Relationship Advisor

Usbank; Port Townsend (WA); On-site; USD 28,000 - 34,000; Full time

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, offering personalized banking advice and promoting digital products.

The role emphasizes building trusted client relationships, identifying financial needs, and guiding customers toward appropriate deposit and loan solutions from a digital-first perspective. Requires NMLS registration and background/credit checks.

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.

Responsibilities

• Engage clients via multiple channels to provide banking counsel and digital-first solutions.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and self-service options.
• Maintain knowledge of products and collaborate with branch team.

Skills

Relationship building

Customer outreach

Communication skills

Digital banking

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, offering personalized banking advice and promoting digital products.

The role emphasizes building trusted client relationships, identifying financial needs, and guiding customers toward appropriate deposit and loan solutions from a digital-first perspective. Requires NMLS registration and background/credit checks.