Digital-First Client Relationship Advisor

Us Bank; Canal Winchester (OH); On-site; USD 33,062 - 39,950; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

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 digital channels, delivering trusted financial guidance on deposits and loans while promoting a digital-first experience.

Open accounts, process requests, and educate clients on self-service digital tools; collaborate with branch teams to ensure excellent service and regulatory compliance, including NMLS requirements.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related retail banking experience or equivalent training.
• Thorough knowledge of retail banking products and branch policies and procedures.
• Experience with digital products and self-service technologies.
• Proven ability to identify customer needs and provide effective recommendations.

Responsibilities

• Engage clients via in-person, appointment, and virtual channels to offer financial guidance.
• Open new consumer and business accounts and process service requests.
• Provide education on deposit and loan products and digital tools.
• Collaborate with branch team members to serve clients efficiently and accurately.
• Maintain knowledge of products and services to enhance customer experience.

Skills

Relationship building

Communication

Sales exposure

Digital literacy

Customer service

Team collaboration

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and digital channels, delivering trusted financial guidance on deposits and loans while promoting a digital-first experience.

Open accounts, process requests, and educate clients on self-service digital tools; collaborate with branch teams to ensure excellent service and regulatory compliance, including NMLS requirements.