Digital-First Banking Relationship Consultant

Us Bank; Owatonna (MN); On-site; USD 27,552 - 31,684; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life Insurance (basic)

Disability insurance (short/long-term)

Parental leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering trusted financial guidance. You will educate on deposit and loan options, process opening and service requests, and advocate digital self-service tools to meet clients’ goals.

Role requires NMLS registration, background/credit check, and working from a U.S. Bank location. Strong interpersonal skills and experience in retail banking are valued.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Bilingual Spanish & English a plus.
• 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

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Bilingual Spanish & English

Customer service skills

Relationship building

Communication skills

Digital product familiarity

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, delivering trusted financial guidance. You will educate on deposit and loan options, process opening and service requests, and advocate digital self-service tools to meet clients’ goals.

Role requires NMLS registration, background/credit check, and working from a U.S. Bank location. Strong interpersonal skills and experience in retail banking are valued.