Digital-First Client Relationship Banker

U.S. Bank

Charlotte (NC)

On-site

USD 33,000 - 40,000

Full time

7 days ago
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Benefits offered by this job

Healthcare
Life insurance
Disability insurance
Parental leave
401(k)
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers through multiple channels, advising on banking needs and digital products to drive financial success.

The role emphasizes proactive outreach, regulatory compliance, and collaboration with the branch team to deliver a seamless client experience. Responsibilities include opening accounts, processing requests, and educating clients on self-service tools, while maintaining strong client relationships and understanding

Qualifications

  • High school diploma or equivalent required.
  • Typically 4–5 years retail banking experience or equivalent training.

Responsibilities

  • Build and foster client relationships through in-person, appointment, and virtual interactions.
  • Open new consumer and business accounts and process service requests.
  • Educate clients on deposit and loan products and digital self‑service options.
  • Provide accurate banking guidance and fulfill regulatory requirements.
  • Collaborate with branch colleagues to deliver exceptional service.

Skills

Relationship building
Communication
Digital banking
Sales experience
Customer service
Digital products
Financial services

Education

High school diploma or equivalent
NMLS registration (SAFE Act)

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers through multiple channels, advising on banking needs and digital products to drive financial success.

The role emphasizes proactive outreach, regulatory compliance, and collaboration with the branch team to deliver a seamless client experience. Responsibilities include opening accounts, processing requests, and educating clients on self-service tools, while maintaining strong client relationships and understanding

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