Digital-First Banking Relationship Consultant

Us Bank; San Diego (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

11 paid holidays

Job summary

U.S. Bank is hiring a Client Relationship Consultant to engage customers across in-person, by appointment, and digital channels, providing tailored banking counsel and solutions.

You will assess needs, educate clients on deposits and loans, and open accounts while partnering with branch teams to deliver operational excellence. The role emphasizes a digital-first mindset, strong customer service, and the ability to proactively follow up with clients to meet financial goals.

Qualifications

• Experience building client relationships through outreach and follow up.
• Strong communication and interpersonal skills with customers.
• Knowledge of consumer and business banking products and services.

Responsibilities

• Engage clients via in-person, by appointment, and virtual channels to provide financial counsel.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital and self-service banking products and services and propose solutions.

Skills

Relationship building

Customer service

Digital banking

Communication

Financial products

Proactive outreach

Education

High school diploma or equivalent

Job description

U.S. Bank is hiring a Client Relationship Consultant to engage customers across in-person, by appointment, and digital channels, providing tailored banking counsel and solutions.

You will assess needs, educate clients on deposits and loans, and open accounts while partnering with branch teams to deliver operational excellence. The role emphasizes a digital-first mindset, strong customer service, and the ability to proactively follow up with clients to meet financial goals.