Digital-First Client Relationship Advisor

U.S. Bank; Springfield (IL); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term life insurance

Short-term and long-term disability

Paid vacation

401(k) retirement plan

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank in Springfield, IL seeks a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, delivering trusted financial guidance with a digital-first approach.

You will open accounts, educate clients on products, support digital tools, and partner with the branch team to ensure accurate service while adhering to regulatory requirements such as NMLS.

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.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains knowledge of consumer and business banking products and services including digital products and self-service technologies.
• 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.

Skills

Relationship building

Client communication

Digital product familiarity

Digital mindset

Customer service

Needs assessment

Team collaboration

Education

High school diploma or equivalent

Job description

U.S. Bank in Springfield, IL seeks a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, delivering trusted financial guidance with a digital-first approach.

You will open accounts, educate clients on products, support digital tools, and partner with the branch team to ensure accurate service while adhering to regulatory requirements such as NMLS.