Digital-First Banking Relationship Consultant

Usbank; O’Fallon (MO); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare

Retirement 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 provide trusted financial counsel and guide them through deposit and loan options.

You will build relationships, open new accounts, and promote digital banking while partnering with branch teams to deliver an exceptional client experience. This role requires strong communication, service orientation, and knowledge of bank policies; a high school diploma and

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

Responsibilities

• Engage customers in person, by appointment, and virtually to provide financial counsel.
• Assess customers' banking needs and process information.
• Educate clients on deposit and loan products and services.
• Open new consumer and business accounts and submit credit applications.
• Educate clients on digital products and self-service options.
• Collaborate with branch teams to serve clients and ensure operational excellence.

Skills

Relationship building

Customer service

Communication

Digital banking

Job description

U.S. Bank is seeking a Client Relationship Consultant who will engage customers across in-person, by appointment, and virtual channels to provide trusted financial counsel and guide them through deposit and loan options.

You will build relationships, open new accounts, and promote digital banking while partnering with branch teams to deliver an exceptional client experience. This role requires strong communication, service orientation, and knowledge of bank policies; a high school diploma and