Digital-First Client Relationship Consultant

U.S. Bank; Pleasant View (TN); On-site; USD 57,308,000 - 65,904,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Paid time off

401(k)

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers in-person, by appointment, and virtually, offering trusted financial counsel and promoting digital-first solutions. You will assess banking needs, open accounts, process requests, and educate clients on products and services.

Role emphasizes building client relationships, leveraging digital tools, and collaborating with branch teams to ensure excellent service and adherence to regulatory standards.

Qualifications

• High school diploma or equivalent.
• Typically has 3–4 years of retail banking experience or equivalent training.

Responsibilities

• Build relationships with clients across channels to provide counsel.
• Educate clients on deposit and loan products and services.
• Open new consumer and business accounts and process requests.
• Promote digital self-service options and assist adoption.
• Follow compliance and privacy requirements in all interactions.

Skills

Relationship building

Sales & service

Communication

Digital banking

Financial advice

Education

High school diploma

Tools

Digital banking platforms

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers in-person, by appointment, and virtually, offering trusted financial counsel and promoting digital-first solutions. You will assess banking needs, open accounts, process requests, and educate clients on products and services.

Role emphasizes building client relationships, leveraging digital tools, and collaborating with branch teams to ensure excellent service and adherence to regulatory standards.