Digital-First Banking Relationship Advisor

U.S. Bank; San Gabriel (CA); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paid vacation

Paid holidays

401(k)

Parental leave

Adoption assistance

Sick leave

Job summary

U.S. Bank in California seeks a Client Relationship Consultant to build trusted relationships with customers across in-person, appointment, and virtual channels, advising on deposit and loan products while guiding digital tools.

You will open new consumer and business accounts, process basic transactions, educate clients on self-service options, and collaborate with branch teams to deliver an exceptional, accurate client experience.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of retail banking experience.
• Ability to build and foster relationships with clients through proactive outreach.
• Thorough knowledge of retail banking products and services and digital offerings.
• NMLS registration required and standard regulatory checks.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Engage clients via in-person, by appointment, and virtual channels.
• Open new consumer and business accounts and process basic transactions.
• Educate clients on deposit and loan products and digital self-service options.
• Work with branch teams to deliver operational excellence and accuracy.

Skills

Relationship building

Customer service

Communication

Sales experience

Digital product knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank in California seeks a Client Relationship Consultant to build trusted relationships with customers across in-person, appointment, and virtual channels, advising on deposit and loan products while guiding digital tools.

You will open new consumer and business accounts, process basic transactions, educate clients on self-service options, and collaborate with branch teams to deliver an exceptional, accurate client experience.