Digital-First Client Relationship Advisor

U.S. Bank; Missouri; On-site; USD 33,000 - 40,000; Full time

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, appointment, and virtual channels. The role focuses on identifying banking needs, educating clients on products, and processing deposits and loan services with a digital-first approach.

The position requires NMLS registration, a background and credit check, and a commitment to delivering excellent client experiences across channels. Strong relationship-building and sales skills are essential.

Qualifications

• High school diploma or equivalent is required.
• Typically four to five years of job-related retail banking experience or equivalent training.
• NMLS registration is required; background and credit checks will be performed.

Responsibilities

• Build relationships with clients through in-person, appointment, and virtual channels.
• Educate clients on available deposit and loan products and services; provide tailored solutions.
• Open new consumer and business accounts and submit credit applications.
• Promote and educate on digital self-service tools and digital products.
• Collaborate with branch team members to serve clients effectively.
• Process basic transactions with accuracy and uphold operational standards.

Skills

Relationship building

Communication skills

Bank policies

Retail products

Customer service

Sales campaigns

Digital products

Digital mindset

Recommendations

Industry experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person, appointment, and virtual channels. The role focuses on identifying banking needs, educating clients on products, and processing deposits and loan services with a digital-first approach.

The position requires NMLS registration, a background and credit check, and a commitment to delivering excellent client experiences across channels. Strong relationship-building and sales skills are essential.