Client-Centric Banking Advisor (Digital-First)

U.S. Bank; Delafield (WI); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Holidays

Disability insurance

Parental leave

Sick leave

Job summary

U.S. Bank is recruiting for a Relationship Banker who will engage customers across in-person, by appointment, and virtual channels to deliver trusted financial guidance.

The role emphasizes identifying customer needs, promoting digital tools, and building lasting client relationships within a community-focused bank. Responsibilities include opening accounts, processing requests, and educating clients on deposit and loan products while ensuring an excellent customer experience and accuracy in all

Qualifications

• High school diploma or equivalent.
• Typically less than four years of retail banking experience.
• Proven ability to build and foster client relationships.
• Ability to engage and communicate with clients.
• Experience with digital products and self-service technologies.
• Knowledge of bank policies and procedures.
• Industry experience in financial services preferred.

Responsibilities

• Build relationships with customers across channels.
• Educate clients on deposit and loan products.
• Open new consumer and business accounts.
• Process service requests and credit applications.
• Promote digital products and self-service tools.
• Collaborate with branch team members.

Skills

Relationship building

Customer service

Digital banking

Communication

Attention to detail

Education

High school diploma

Job description

U.S. Bank is recruiting for a Relationship Banker who will engage customers across in-person, by appointment, and virtual channels to deliver trusted financial guidance.

The role emphasizes identifying customer needs, promoting digital tools, and building lasting client relationships within a community-focused bank. Responsibilities include opening accounts, processing requests, and educating clients on deposit and loan products while ensuring an excellent customer experience and accuracy in all