Digital-First Client Advisor for Banking Relationships

Socket.dev; Pickerington (OH); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic and optional)

Disability insurance (short-term &

Pregnancy disability & parental leave

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers via in-person, by appointment, and virtual channels, building trusted relationships while advising on deposit and loan products. You will greet clients, process basic transactions, and promote digital-first solutions to enhance the client experience.

The role requires NMLS registration and adherence to background and credit checks, with opportunities to expand banking knowledge and cross-sell financial services.

Qualifications

• High school diploma or equivalent.
• Three to four years of customer service experience.
• Three to four years of sales experience.

Responsibilities

• Greet clients and process basic transactions, delivering an optimal client experience.
• Open new consumer and business accounts and submit credit applications.
• Educate clients on digital products and self-service options to meet financial needs.
• Develop collaborative partnerships with branch teammates to best serve clients.

Skills

Customer service

Sales

Relationship building

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers via in-person, by appointment, and virtual channels, building trusted relationships while advising on deposit and loan products. You will greet clients, process basic transactions, and promote digital-first solutions to enhance the client experience.

The role requires NMLS registration and adherence to background and credit checks, with opportunities to expand banking knowledge and cross-sell financial services.