Digital-First Client Relationship Advisor

U.S. Bank; Ferndale (MI); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

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

You will greet clients, open accounts, process basic transactions, and educate on digital tools while collaborating with branch teams to meet each client’s goals. Strong communication and banking product knowledge are essential.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Client relationships

Effective communication

Bank policies & procedures

Customer service skills

Digital products & self-service

Digital-first mindset

Needs-based recommendations

Financial services experience

Education

High school diploma or equivalent

Job description

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

You will greet clients, open accounts, process basic transactions, and educate on digital tools while collaborating with branch teams to meet each client’s goals. Strong communication and banking product knowledge are essential.