Relationship Banking Consultant — Digital-First Advisor

U.S. Bank; Oceanside (CA); On-site; USD 66,449,000 - 81,234,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation and holidays

Parental leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, advising on deposit and loan products. The role focuses on building trust, assessing needs, and guiding clients through digital tools to enhance banking experiences.

The position emphasizes proactive outreach, strong interpersonal skills, and the ability to implement digital-first solutions while maintaining regulatory and policy compliance.

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
• Proven customer service and interpersonal skills
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

Responsibilities

• Build relationships with customers across channels including in-person, by appointment, and virtually.
• Educate clients on deposit and loan products and services and recommend solutions.
• Open new consumer and business accounts and complete service requests.
• Educate clients on emerging digital products and self-service options to meet their needs.
• Collaborate with branch team members to deliver excellent client experiences.

Skills

Relationship building

Client communication

Digital product knowledge

Customer service

Proactive outreach

Needs assessment

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, advising on deposit and loan products. The role focuses on building trust, assessing needs, and guiding clients through digital tools to enhance banking experiences.

The position emphasizes proactive outreach, strong interpersonal skills, and the ability to implement digital-first solutions while maintaining regulatory and policy compliance.