Senior Client Relationship & Digital Banking Advisor

Us Bank; Lake Forest (CA); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Healthcare

401(k) Plan

Paid vacation

Parental leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in‑person, by appointment, and virtual channels, delivering trusted guidance in a digital‑first environment.

You will build relationships, assess banking needs, open consumer and business accounts, educate clients on deposits and loans, and promote self‑service digital tools.

This role requires NMLS registration, a background and credit check, and requires working from a U.S. Bank location.

Qualifications

• High school diploma or equivalent.
• Typically 5+ years of retail banking experience.
• Strong ability to build client relationships.

Responsibilities

• Build relationships with clients across channels.
• Assess banking needs and recommend solutions.
• Open consumer and business accounts.
• Educate clients on deposits and loans, promoting self‑service tools.
• Collaborate with branch teams to ensure excellent service.

Skills

Relationship building

Customer communication

Digital banking knowledge

Sales acumen

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, delivering trusted guidance in a digital‑first environment.

You will build relationships, assess banking needs, open consumer and business accounts, educate clients on deposits and loans, and promote self‑service digital tools.

This role requires NMLS registration, a background and credit check, and requires working from a U.S. Bank location.