Digital-First Banking Advisor and Relationship Builder

U.S. Bank; Yorba Linda (CA); On-site; USD 32,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Sick and Safe Leave

Adoption assistance

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment-based, and virtual channels, offering best-in-class counsel while embracing a digital-first mindset.

The role includes assessing customer financial needs, educating on deposit and loan products, opening accounts, and processing service requests with a focus on operational excellence and accurate delivery of solutions.

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs.
• Maintains knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Opens new consumer and business accounts and processes service requests.

Skills

Relationship building

Client communication

Policy knowledge

Customer service

Digital product familiarity

Needs assessment

Recommendation skills

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment-based, and virtual channels, offering best-in-class counsel while embracing a digital-first mindset.

The role includes assessing customer financial needs, educating on deposit and loan products, opening accounts, and processing service requests with a focus on operational excellence and accurate delivery of solutions.