Senior Client Relationship Consultant: Banking & Digital Solutions

U.S. Bank

San Gabriel (CA)

On-site

USD 77,997,000 - 95,304,000

Full time

2 days ago
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Benefits offered by this job

Healthcare
401(k)
Paid vacation
Up to 11 holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers in person, by appointment, and virtually, building trust and identifying banking needs. You’ll educate clients on deposits and loan products, process accounts, and promote digital channels for a seamless experience.

Role emphasizes proactive outreach, cross-selling capabilities, and collaboration with branch teams to deliver exceptional service and operational excellence.

Qualifications

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

Responsibilities

  • Build and nurture client relationships across multiple channels.
  • Assess banking needs and present deposits/loans suited to goals.
  • Open consumer/business accounts and process service requests.
  • Educate clients on digital products and self-service options.
  • Collaborate with branch team to deliver excellent service.

Skills

Relationship building
Customer outreach
Communication
Sales campaigns
Digital banking

Education

High school diploma

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers in person, by appointment, and virtually, building trust and identifying banking needs. You’ll educate clients on deposits and loan products, process accounts, and promote digital channels for a seamless experience.

Role emphasizes proactive outreach, cross-selling capabilities, and collaboration with branch teams to deliver exceptional service and operational excellence.

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