Digital-First Client Relationship Advisor

U.S. Bank

Altoona (IA)

On-site

USD 28,000 - 33,000

Full time

39 hours ago
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Benefits offered by this job

Healthcare
Life insurance
Disability insurance
Parental leave
401(k) plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, providing trusted financial guidance with a digital-first approach.

You will open new consumer and business accounts, educate clients on deposit and loan products, and collaborate with branch teams to meet customer goals while maintaining compliance and service excellence.

Qualifications

  • High school diploma or equivalent required.
  • Typically 3–4 years of retail banking experience or equivalent training.
  • Experience with digital banking products and self-service tools preferred.

Responsibilities

  • Build client relationships across in-person, appointment, and virtual channels.
  • Advise on deposit and loan products based on client goals.
  • Open new accounts and process service requests.
  • Educate clients on digital self-service options.
  • Collaborate with branch team to serve clients with accuracy.

Skills

Relationship building
Customer service
Effective communication
Digital banking
Proactive outreach
Team collaboration

Education

High school diploma or equivalent

Tools

CRM systems
Digital banking platforms

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, providing trusted financial guidance with a digital-first approach.

You will open new consumer and business accounts, educate clients on deposit and loan products, and collaborate with branch teams to meet customer goals while maintaining compliance and service excellence.

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