Digital-First Client Relationship Consultant

U.S. Bank; Chino (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation and holidays

Parental leave

E‑Verify and benefits

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, offering trusted banking guidance and a digital-first experience.

The role focuses on assessing customer needs, educating on products, and processing accounts and service requests with accuracy. A strong emphasis on proactive outreach and collaboration with branch teams is required.

Qualifications

• High school diploma or equivalent.
• 4–5 years of retail banking experience.
• Experience in customer outreach and relationship management.
• Knowledge of bank products and services.

Responsibilities

• Engage clients across in-person, appointment, and virtual channels.
• Educate customers on deposit and loan products and services.
• Open new consumer and business accounts.
• Process service requests and credit applications.
• Promote digital products and self-service channels.

Skills

Relationship building

Communication

Customer service

Sales campaigns

Digital products

Interpersonal skills

Industry experience

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, offering trusted banking guidance and a digital-first experience.

The role focuses on assessing customer needs, educating on products, and processing accounts and service requests with accuracy. A strong emphasis on proactive outreach and collaboration with branch teams is required.