Relationship Banker - Digital-First Client Advisor

U.S. Bank; Del Mar (CA); On-site; USD 64,000 - 79,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant who will engage customers across in-person, by appointment, and virtual channels.

You will assess financial needs, educate clients on deposit and loan products, and tailor solutions to each individual’s goals. Responsibilities include opening new consumer and business accounts, handling service requests, and collaborating with branch teams to ensure exceptional client experiences.

Qualifications

• High school diploma or equivalent.
• Typically five or more years of job-related, retail banking experience.
• Ability to build relationships and foster client trust.

Responsibilities

• Build relationships with clients across multiple channels.
• Assess customers’ banking needs and educate on products and services.
• Open new consumer and business accounts; process service requests.
• Promote digital self-service tools and guide customers through processes.

Skills

Relationship building

Client engagement

Banking product knowledge

Sales experience

Digital banking

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant who will engage customers across in-person, by appointment, and virtual channels.

You will assess financial needs, educate clients on deposit and loan products, and tailor solutions to each individual’s goals. Responsibilities include opening new consumer and business accounts, handling service requests, and collaborating with branch teams to ensure exceptional client experiences.