Digital-First Client Advisor

U.S. Bank; Bloomington (IN); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paid vacation

401(k)

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to build strong relationships with customers across in-person, by appointment, and virtual channels.

You will assess banking needs, educate clients on products, and recommend solutions tailored to individual goals while maintaining a digital-first approach. The role emphasizes proactive outreach, collaboration with branch teams, and processing accounts and credit applications.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Builds and fosters client relationships through proactive outreach and follow up.
• Identifies solutions for clients based on their needs by engaging and communicating effectively.
• Opens new consumer and business accounts and processes service requests and credit applications.

Skills

Relationship building

Communication

Banking knowledge

Sales campaigns

Digital products

Job description

U.S. Bank is seeking a Client Relationship Consultant to build strong relationships with customers across in-person, by appointment, and virtual channels.

You will assess banking needs, educate clients on products, and recommend solutions tailored to individual goals while maintaining a digital-first approach. The role emphasizes proactive outreach, collaboration with branch teams, and processing accounts and credit applications.