Digital-First Banking Relationship Consultant

U.S. Bank; Sandy (UT); On-site; USD 28,000 - 34,000; 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 hiring a Client Relationship Consultant to engage customers across in-person, virtual, and by-appointment channels, offering counsel and digital-first solutions. You will assess banking needs, open accounts, and educate clients on deposits, loans, and self-service products.

The role emphasizes proactive outreach, strong customer service, and collaborating with branch teams to deliver an optimal client experience.

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.

Responsibilities

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• 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.

Skills

Relationship building

Customer service

Digital products

Communication skills

Sales experience

Financial services

Education

High school diploma

Job description

U.S. Bank is hiring a Client Relationship Consultant to engage customers across in-person, virtual, and by-appointment channels, offering counsel and digital-first solutions. You will assess banking needs, open accounts, and educate clients on deposits, loans, and self-service products.

The role emphasizes proactive outreach, strong customer service, and collaborating with branch teams to deliver an optimal client experience.