Senior Client Relationship Advisor - Digital Banking

U.S. Bank; West Bend (WI); On-site; USD 37,000 - 45,000; Full time

Job summary

U.S. Bank is seeking a Client Relationship Consultant in Wisconsin to build relationships with customers across in-person, by appointment, and virtual channels. You will assess banking needs, explain deposit and loan products, and tailor solutions to each client’s goals.

The role requires NMLS registration under SAFE Act and Regulation Z, background and credit checks, and adherence to bank policies. You will open accounts, process service requests, and promote digital self-service tools to

Qualifications

• High school diploma or equivalent.

Responsibilities

• Build relationships with clients across in-person, by appointment, and virtual channels.
• Assess customers’ banking needs and educate on deposit and loan products.
• Open new consumer and business accounts and process service requests.
• Promote and educate clients on digital self-service tools and services.
• Collaborate with branch team to provide exceptional client experience.

Skills

Banking experience

Retail banking

Customer service

Relationship building

Job description

U.S. Bank is seeking a Client Relationship Consultant in Wisconsin to build relationships with customers across in-person, by appointment, and virtual channels. You will assess banking needs, explain deposit and loan products, and tailor solutions to each client’s goals.

The role requires NMLS registration under SAFE Act and Regulation Z, background and credit checks, and adherence to bank policies. You will open accounts, process service requests, and promote digital self-service tools to