Client Advisor & Digital Banking Specialist

Us Bank; Clovis (CA); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and employer-funded retirement

Paid vacations

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker who builds strong client relationships by meeting face to face and understanding banking needs.

You will educate clients on deposit and loan products, assist with opening and closing accounts, and guide customers to digital tools. The role emphasizes proactive outreach, excellent customer service, and collaboration with branch teams to provide a seamless banking experience.

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and self-service technologies.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Relationship building

Proactive outreach

Communication

Digital products knowledge

Customer service

Interpersonal skills

Digital first mindset

Make recommendations

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker who builds strong client relationships by meeting face to face and understanding banking needs.

You will educate clients on deposit and loan products, assist with opening and closing accounts, and guide customers to digital tools. The role emphasizes proactive outreach, excellent customer service, and collaboration with branch teams to provide a seamless banking experience.