Digital-First Banking Relationship Consultant

U.S. Bank; Milpitas (CA); On-site; USD 71,313,000 - 87,279,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, providing tailored financial guidance and solutions.

This role emphasizes building trust, understanding client needs, and promoting deposit and loan products through digital channels. You will greet clients, process basic transactions, open accounts, and educate customers on digital self‑service options while maintaining a high standard of customer service and

Qualifications

• High school diploma or equivalent.
• Retail banking experience (3–4 years) or combination of experience and training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service options.
• Delivers a consistent, optimal client experience and accurate service.

Skills

Relationship building

Proactive outreach

Client communication

Bank policies

Customer service

Digital products

Self-service tech

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, providing tailored financial guidance and solutions.

This role emphasizes building trust, understanding client needs, and promoting deposit and loan products through digital channels. You will greet clients, process basic transactions, open accounts, and educate customers on digital self‑service options while maintaining a high standard of customer service and