Financial Relationship Advisor: Digital-First Banking

U.S. Bank; Ketchum (ID); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation and holidays

Sick leave and safety leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to build strong client relationships across in-person, appointment, and virtual channels, offering guidance on banking needs and digital products.

You will learn to identify customer goals and provide tailored recommendations while delivering an excellent client experience. The role involves opening accounts, processing service requests, and educating clients on self-service options, with a focus on cross-selling products and ensuring

Qualifications

• High school diploma or equivalent.
• Typically four to five years of retail banking experience or equivalent training.
• NMLS registration required under S.A.F.E. Act and Regulation Z.

Responsibilities

• Build relationships with clients through in-person, appointment, and virtual channels.
• Educate clients on bank deposit and loan products and services.
• Open new consumer and business accounts and submit credit applications.
• Promote digital products and self-service banking options.

Skills

Relationship building

Communication

Sales campaigns

Digital banking tools

Product knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to build strong client relationships across in-person, appointment, and virtual channels, offering guidance on banking needs and digital products.

You will learn to identify customer goals and provide tailored recommendations while delivering an excellent client experience. The role involves opening accounts, processing service requests, and educating clients on self-service options, with a focus on cross-selling products and ensuring