Senior Client Relationship Advisor (Banking & Digital)

Us Bank; Fresno (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You will assess banking needs, educate on products, and open accounts while guiding clients to digital solutions for a seamless experience.

The role emphasizes building trust, proactive outreach, and collaboration with branch teams to serve both consumer and business clients effectively.

Qualifications

• High school diploma or equivalent is required.
• Typically 4–5 years of retail banking experience or equivalent training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients by engaging and communicating with them.
• Opens new consumer and business accounts and submits credit applications.
• Educates clients on digital products and self-service technologies to meet their financial needs.
• Delivers a consistent optimal client experience and collaborates with branch teams.

Skills

Relationship building

Client communication

Digital banking products

Sales campaigns

Digital self-service tools

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You will assess banking needs, educate on products, and open accounts while guiding clients to digital solutions for a seamless experience.

The role emphasizes building trust, proactive outreach, and collaboration with branch teams to serve both consumer and business clients effectively.