Digital-First Client Relationship Advisor

U.S. Bank; Roseville (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Sick and Safe Leave

Job summary

U.S. Bank in Roseville, CA is seeking a Client Relationship Consultant to engage customers in person, by appointment, and virtually, providing trusted financial guidance and promoting digital banking solutions.

You will open new consumer and business accounts, process transactions, educate clients on deposits and loans, and develop collaborative partnerships with branch teams to deliver an exceptional, compliant customer experience.

Qualifications

• High school diploma or equivalent required.
• Typically 3–4 years of job-related retail banking experience.
• Ability to build and foster relationships with clients through proactive outreach and follow up.

Responsibilities

• Build relationships with clients through in-person, appointment, and virtual interactions.
• Educate clients on available deposit and loan products and services, and recommend suitable solutions.
• Open new consumer and business accounts and process service requests.
• Collaborate with branch team members to deliver an excellent, compliant client experience.

Skills

Relationship building

Customer service

Effective communication

Digital banking

Self-service technologies

Education

High school diploma

Job description

U.S. Bank in Roseville, CA is seeking a Client Relationship Consultant to engage customers in person, by appointment, and virtually, providing trusted financial guidance and promoting digital banking solutions.

You will open new consumer and business accounts, process transactions, educate clients on deposits and loans, and develop collaborative partnerships with branch teams to deliver an exceptional, compliant customer experience.