Digital-First Client Relationship Consultant

Us Bank; Laguna Hills (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank in Laguna Hills, CA seeks a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, offering tailored financial guidance with a digital-first mindset.

You will open accounts, process requests, educate clients on self-service tools, and partner with branch colleagues to meet each customer’s goals while upholding regulatory requirements.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of job-related retail banking experience or equivalent training.
• Experience with digital self-service technologies and customer-facing roles.

Responsibilities

• Build relationships with clients through in-person, appointment, and virtual channels.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and self-service tools to meet financial needs.
• Collaborate with branch teams to serve clients and provide accurate banking solutions.
• Proactively follow up to identify opportunities and provide excellent service.

Skills

Relationship building

Customer service

Communication skills

Digital product knowledge

Proactive outreach

Education

High school diploma or equivalent

Job description

U.S. Bank in Laguna Hills, CA seeks a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, offering tailored financial guidance with a digital-first mindset.

You will open accounts, process requests, educate clients on self-service tools, and partner with branch colleagues to meet each customer’s goals while upholding regulatory requirements.