Digital-First Banking Relationship Advisor

U.S. Bank

Redmond (OR)

On-site

USD 28,000 - 34,000

Full time

2 days ago
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Benefits offered by this job

Healthcare benefits
Paid time off
401(k) plan

Job summary

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

You will assess banking needs, educate clients on deposits and loans, and open new accounts while building trusted relationships and providing compliant service. The role emphasizes proactive outreach, collaboration with branch teams, and a strong focus on digital products and self-service technologies to meet customer goals.

Qualifications

  • High school diploma or equivalent.
  • Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up.
  • Identify solutions for new and existing clients based on needs by engaging with clients.
  • Open new consumer and business accounts and process credit applications.
  • Educates clients on digital products and self-service tools.
  • Provide an optimal client experience with account transactions and service requests.

Skills

Relationship building
Customer communication
Digital banking
Proactive outreach
Interpersonal skills
Financial services experience

Education

High school diploma or equivalent

Job description

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

You will assess banking needs, educate clients on deposits and loans, and open new accounts while building trusted relationships and providing compliant service. The role emphasizes proactive outreach, collaboration with branch teams, and a strong focus on digital products and self-service technologies to meet customer goals.

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