Digital-First Client Relationship Consultant II

U.S. Bank; Gig Harbor (WA); On-site; USD 71,407,000 - 87,281,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person and virtual channels, providing tailored financial guidance and education on digital banking options. The role emphasizes relationship-building, needs assessment, and accurate processing of account information.

You will partner with branch teams to open new accounts, service requests, and credit applications while delivering an exceptional client experience with a digital-first mindset.

Qualifications

• High school diploma or equivalent required.
• Strong customer service and interpersonal skills.
• Proven ability to build relationships with clients through proactive outreach.
• Experience with digital banking products and self-service technologies.

Responsibilities

• Build relationships with clients through in-person and virtual channels.
• Provide guidance on deposit and loan products to help clients meet goals.
• Open accounts and process basic transactions for customers.
• Educate clients on digital products and services and support adoption.

Skills

Customer service

Relationship building

Communication

Digital banking

Banking knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person and virtual channels, providing tailored financial guidance and education on digital banking options. The role emphasizes relationship-building, needs assessment, and accurate processing of account information.

You will partner with branch teams to open new accounts, service requests, and credit applications while delivering an exceptional client experience with a digital-first mindset.