Digital-First Relationship Banker

U.S. Bank; San Jose (CA); Hybrid; USD 34,000 - 42,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Short-term disability

Long-term disability

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in San Jose seeks a Relationship Banker I to advise customers across in-branch, appointment, and virtual channels with a digital-first approach. You will assess needs, open accounts, process requests, and educate clients on deposit and loan products to build lasting relationships.

The role emphasizes proactive outreach, collaboration with the branch team, and adherence to NMLS requirements. Strong communication and a customer-service mindset are essential.

Qualifications

• High school diploma or equivalent.
• Typically <4 years retail banking experience or equivalent training.
• Basic knowledge of consumer banking products and services.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Opens new consumer and business accounts and submits credit applications.
• Educates clients on digital products and services to meet needs.
• Greet clients and process basic transactions with accuracy.
• Collaborates with branch team to serve clients effectively.
• Delivers recommendations that meet customer needs using a digital-first mindset.

Skills

Relationship building

Customer service

Digital products

Communication

Needs-based selling

Education

High school diploma or equivalent

Tools

NMLS registration

Banking systems

Job description

U.S. Bank in San Jose seeks a Relationship Banker I to advise customers across in-branch, appointment, and virtual channels with a digital-first approach. You will assess needs, open accounts, process requests, and educate clients on deposit and loan products to build lasting relationships.

The role emphasizes proactive outreach, collaboration with the branch team, and adherence to NMLS requirements. Strong communication and a customer-service mindset are essential.