Digital-First Client Relationship Advisor

US Bank; Martin (KY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels, offering guidance on banking products and services and tailoring solutions to each client’s goals.

The role emphasizes trust, proactive outreach, and a digital-first approach to enhance the client experience. Responsibilities include greeting clients, processing basic transactions, opening accounts, and educating customers on digital tools while collaborating with

Qualifications

• 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 all retail products and services

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with 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

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, by appointment, and virtual channels, offering guidance on banking products and services and tailoring solutions to each client’s goals.

The role emphasizes trust, proactive outreach, and a digital-first approach to enhance the client experience. Responsibilities include greeting clients, processing basic transactions, opening accounts, and educating customers on digital tools while collaborating with