Senior Relationship Banker – Digital Banking Advisor

U.S. Bank; Lincoln (CA); Sur place; USD 43 000 - 52 000; Plein temps

Résumé du poste

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, offering tailored financial solutions.

The role emphasizes a digital-first mindset, educating clients on deposits and loans, and building proactive relationships to meet individual goals. Responsibilities include opening accounts, processing requests, and guiding clients through digital tools while collaborating with branch teams to deliver exceptional service.

Qualifications

• Proven ability to build and foster relationships with clients
• Experience engaging with clients and understanding their needs
• Knowledge of retail banking products and services a plus

Responsabilités

• Builds relationships with clients through multiple channels
• Opens new consumer and business accounts and processes service requests
• Educates clients on digital banking products and services
• Leverages resources to optimize client experience and ensure accuracy

Connaissances

Relationship building

Sales campaigns

Digital products

Customer service

Interpersonal skills

Financial services experience

Digital first mindset

Formation

High school diploma or equivalent

Description du poste

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, offering tailored financial solutions.

The role emphasizes a digital-first mindset, educating clients on deposits and loans, and building proactive relationships to meet individual goals. Responsibilities include opening accounts, processing requests, and guiding clients through digital tools while collaborating with branch teams to deliver exceptional service.