Digital-First Banking Relationship Advisor

Socket.dev; Shelbyville (KY); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability coverage

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, providing trusted counsel while promoting deposit and loan products and a digital-first mindset.

The role emphasizes proactive outreach, collaboration with branch teams, and adherence to NMLS regulatory requirements, including criminal background and credit checks. Strong communication and sales skills are essential.

Qualifications

• High school diploma or equivalent is required.
• Three to four years of customer service experience.
• Three to four years of sales experience.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Explains bank products and services and assists customers with basic transactions.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital banking products and services and uses digital channels to serve customers.

Skills

Client relationships

Communication

Sales ability

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, providing trusted counsel while promoting deposit and loan products and a digital-first mindset.

The role emphasizes proactive outreach, collaboration with branch teams, and adherence to NMLS regulatory requirements, including criminal background and credit checks. Strong communication and sales skills are essential.