Relationship Banking Consultant — Digital-First Advisor

U.S. Bank; Portage (WI); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Sick and Safe Leave

Adoption assistance

Short-term and long-term disability

Pregnancy disability and parental leave

Paid holidays

Job summary

Join a forward-thinking financial institution as a Client Relationship Consultant, where you will engage with customers to provide tailored financial advice and solutions. This role emphasizes building trust and understanding client needs through proactive communication and outreach. You will have the opportunity to work with a diverse range of banking products while collaborating with a dedicated team. With a focus on a digital-first approach, you will help clients navigate their financial journeys effectively. This is an exciting opportunity to grow your career in a supportive environment that values your unique potential and contributions.

Qualifications

• 3-4 years of retail banking experience or equivalent training.
• Proven ability to foster client relationships through outreach.

Responsibilities

• Build and maintain strong client relationships through various channels.
• Educate clients on banking products and services.

Skills

Customer Service Skills

Communication Skills

Relationship Building

Digital Product Knowledge

Problem-Solving Skills

Education

High School Diploma or Equivalent

Tools

Banking Software

Digital Banking Platforms

Job description

Join a forward-thinking financial institution as a Client Relationship Consultant, where you will engage with customers to provide tailored financial advice and solutions. This role emphasizes building trust and understanding client needs through proactive communication and outreach. You will have the opportunity to work with a diverse range of banking products while collaborating with a dedicated team. With a focus on a digital-first approach, you will help clients navigate their financial journeys effectively. This is an exciting opportunity to grow your career in a supportive environment that values your unique potential and contributions.