Senior Client Relationship Advisor, Digital Banking

Us Bank

Ketchum (ID)

On-site

USD 37,000 - 45,000

Full time

8 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) and employer-funded retirement
Paid vacation
11 paid holidays
Adoption assistance
Sick and Safe Leave

Job summary

U.S. Bank seeks an energetic Client Relationship Consultant in Idaho. This role focuses on building strong relationships with customers across in-person, by-appointment, and virtual channels while guiding them to suitable deposit and loan products and digital services.

You will open accounts, process requests, and educate clients on self-service tools. A background in retail banking and NMLS/S.A.F.E. Act compliance is required, with a strong emphasis on proactive, accurate service.

Qualifications

  • High school diploma or equivalent required.
  • Typically four to five years of job-related, retail banking experience or a combination of experience and commensurate training.
  • NMLS registration under SAFÉ Act and Reg Z required.

Responsibilities

  • Engage clients through in-person, by appointment, and virtual channels to provide financial counsel.
  • Open new consumer and business accounts and process service requests.
  • Educate clients on digital products and self-service tools.
  • Collaborate with branch team to serve clients with accuracy and efficiency.
  • Identify solutions based on customer needs and process credit applications.

Skills

Client relationships
Client communication
Bank policies
Retail products
Customer service
Sales campaigns
Digital products
Needs discovery
Recommendations
Financial services exp

Education

High school diploma or equivalent

Job description

U.S. Bank seeks an energetic Client Relationship Consultant in Idaho. This role focuses on building strong relationships with customers across in-person, by-appointment, and virtual channels while guiding them to suitable deposit and loan products and digital services.

You will open accounts, process requests, and educate clients on self-service tools. A background in retail banking and NMLS/S.A.F.E. Act compliance is required, with a strong emphasis on proactive, accurate service.

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