Digital-First Client Relationship Advisor

U.S. Bank; Carlsbad (CA); On-site; USD 66,449,000 - 81,234,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

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 channels, assess banking needs, and provide tailored financial solutions. You will welcome customers, process basic transactions, and promote digital self-service tools while maintaining strong local branch partnerships.

The role emphasizes a digital-first mindset, compliance with banking regulations, and delivering exceptional client experiences. Prior banking experience helps, and location is California.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of retail banking experience.
• Strong relationship-building and client outreach.
• Ability to educate clients on digital banking options.

Responsibilities

• Build and foster client relationships through proactive outreach and follow up.
• Engage clients via in-person, by appointment, and virtual channels.
• Open new consumer and business accounts and process basic transactions.
• Educate clients on digital products and self-service banking options.

Skills

Relationship building

Communication skills

Digital product knowledge

Customer service

Needs assessment

Team collaboration

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across channels, assess banking needs, and provide tailored financial solutions. You will welcome customers, process basic transactions, and promote digital self-service tools while maintaining strong local branch partnerships.

The role emphasizes a digital-first mindset, compliance with banking regulations, and delivering exceptional client experiences. Prior banking experience helps, and location is California.