Relationship Advisor — Banking & Digital Solutions

U.S. Bank; Oak Park (IL); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Paid holidays

Parental leave

Adoption assistance

Sick leave

Job summary

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

You will open accounts, educate clients on products, and develop relationships through proactive outreach with strong teamwork at a branch location. The role emphasizes customer service excellence, knowledge of retail banking products, and the ability to navigate policies while leveraging digital

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Experience in participating in sales campaigns/promotions.
• Experience with using and demonstrating digital products and self-service technologies.

Responsibilities

• Open new consumer and business accounts and process service requests.
• Greet clients and process basic transactions with accuracy.
• Educate clients on deposit and loan products and digital tools.
• Develop collaborative partnerships with branch teams to serve clients.
• Identify client needs and recommend suitable solutions.
• Engage in proactive outreach to grow relationships and meet sales goals.

Skills

Relationship building

Customer service

Communication

Digital product knowledge

Education

High school diploma or equivalent

Tools

CRM/Sales tools

Job description

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

You will open accounts, educate clients on products, and develop relationships through proactive outreach with strong teamwork at a branch location. The role emphasizes customer service excellence, knowledge of retail banking products, and the ability to navigate policies while leveraging digital