Digital-First Banking Relationship Consultant

Us Bank; Madison (WI); On-site; USD 27,552 - 34,440; Full time

Benefits offered by this job

Sign-On Bonus $750

Job summary

U.S. Bank seeks a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, delivering tailored banking guidance with a digital-first mindset.

You will assess financial needs, open accounts, and educate clients on digital tools. Role emphasizes proactive outreach, strong product knowledge, and collaboration with branch teams to ensure an exceptional client experience.

Qualifications

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

Responsibilities

• Engage customers across in-person, appointment, and virtual channels to assess needs and provide banking guidance.
• Open and service consumer and business accounts; process basic transactions.
• Educate clients on digital banking products and services and assist with digital adoption.
• Build proactive relationships with clients through outreach and follow-up.

Skills

Bilingual English/Spanish

Customer service

Sales

Relationship building

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, delivering tailored banking guidance with a digital-first mindset.

You will assess financial needs, open accounts, and educate clients on digital tools. Role emphasizes proactive outreach, strong product knowledge, and collaboration with branch teams to ensure an exceptional client experience.