Digital-First Banking Relationship Consultant

U.S. Bank; Delafield (WI); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability benefits

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant who will engage customers across in-person, by appointment, and virtual channels to offer trusted financial counsel.

You will assess banking needs, explain deposit and loan products, open new accounts, and guide clients through digital self-service options to meet their goals. A successful candidate will build proactive relationships, stay updated on products, and partner with branch teams to deliver an exceptional client experience.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of retail banking experience or equivalent training.
• Proven ability to build and foster client relationships.

Responsibilities

• Builds relationships with clients across channels including in-person, by appointment, and virtually.
• Assess customers’ banking needs and educate on deposits and loan products.
• Open new consumer and business accounts and process service requests.
• Promote digital products and self-service technologies to meet client goals.

Skills

Customer service

Relationship building

Communication

Digital banking knowledge

Education

High school diploma or equivalent

Tools

Digital banking tools

Job description

U.S. Bank is seeking a Client Relationship Consultant who will engage customers across in-person, by appointment, and virtual channels to offer trusted financial counsel.

You will assess banking needs, explain deposit and loan products, open new accounts, and guide clients through digital self-service options to meet their goals. A successful candidate will build proactive relationships, stay updated on products, and partner with branch teams to deliver an exceptional client experience.