Digital-First Client Relationship Consultant II

Socket.dev; Urbandale (IA); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Healthcare

Dental and vision

Retirement 401(k)

Paid vacation

Holidays

Parental leave

Disability insurance

Adoption assistance

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and digital channels, delivering trusted financial guidance.

You will open new consumer and business accounts, assess needs, explain deposit and loan products, and partner with branch teams to ensure excellent service.

This role requires NMLS registration and a focus on a digital-first customer experience, with a strong emphasis on compliance and accuracy.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Relationship building

Customer service

Digital banking

Communication

Sales and needs assessment

Education

High School Diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and digital channels, delivering trusted financial guidance.

You will open new consumer and business accounts, assess needs, explain deposit and loan products, and partner with branch teams to ensure excellent service.

This role requires NMLS registration and a focus on a digital-first customer experience, with a strong emphasis on compliance and accuracy.