Digital-First Client Relationship Advisor

Us Bank; Seattle (WA); On-site; USD 83,491,000 - 101,891,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation and holidays

Disability and life insurance

Job summary

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

You will assess customer needs, educate on deposit and loan products, and process account information with a digital-first approach. This role emphasizes proactive relationship-building, collaboration with branch teams, and the ability to recommend solutions that fit client goals.

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 applicable bank policies, procedures and support systems.
• Thorough knowledge of all retail products and services.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions based on clients' needs and digital channel preferences.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service options.

Skills

Relationship building

Client engagement

Digital banking knowledge

Sales experience

Education

High school diploma

Job description

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

You will assess customer needs, educate on deposit and loan products, and process account information with a digital-first approach. This role emphasizes proactive relationship-building, collaboration with branch teams, and the ability to recommend solutions that fit client goals.