Strategic Banking Relationship Advisor

U.S. Bank

Phoenix (AZ)

On-site

USD 49,000 - 60,000

Full time

7 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) retirement plan
Paid vacation and holidays
Parental leave

Job summary

U.S. Bank seeks a Client Relationship Consultant to build trusted relationships with customers through in-person, appointment, and virtual engagement. You will assess needs, explain deposit/loan products, and recommend digital-first solutions for each client.

Open consumer/business accounts, process requests, and collaborate with branch teammates to deliver an optimal client experience across channels, while adhering to compliance and policy standards.

Qualifications

  • Minimum 4–5 years of retail banking experience or equivalent training.
  • Strong ability to build and foster client relationships through outreach.
  • Knowledge of bank policies, products, and digital banking tools.

Responsibilities

  • Engage clients via in-person, by appointment, and virtual channels to provide counsel.
  • Educate clients on deposit and loan products and recommend suitable solutions.
  • Open accounts, process service requests, and submit credit applications.
  • Develop partnerships with branch team members to optimize client experience.

Skills

Relationship building
Customer outreach
Digital product knowledge
Sales experience
Communication excellence

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Client Relationship Consultant to build trusted relationships with customers through in-person, appointment, and virtual engagement. You will assess needs, explain deposit/loan products, and recommend digital-first solutions for each client.

Open consumer/business accounts, process requests, and collaborate with branch teammates to deliver an optimal client experience across channels, while adhering to compliance and policy standards.

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