Digital-First Relationship Banker & Client Advisor

Us Bank; Agoura Hills (CA); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Paid vacation

Paid holidays

401(k)

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in‑person, by appointment, and virtual channels. You will assess banking needs, explain products, and propose tailored solutions to help clients achieve financial goals.

The role emphasizes relationship development, knowledge of retail products, and a digital-first approach to servicing clients while maintaining high levels of accuracy and compliance.

Qualifications

• High school diploma or equivalent required.
• Typically five+ years in retail banking or equivalent training.

Responsibilities

• Builds and nurtures client relationships across channels including in-person, by appointment, and virtually.
• Educates clients on deposit and loan products and services and recommends suitable solutions.
• Open new consumer and business accounts; process service requests and credit applications.
• Promote digital and self-service products to meet client needs and enhance experiences.

Skills

Relationship building

Client communication

Bank policies

Retail products knowledge

Customer service

Sales campaigns

Digital products

Digital first mindset

Needs-based recommendations

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, by appointment, and virtual channels. You will assess banking needs, explain products, and propose tailored solutions to help clients achieve financial goals.

The role emphasizes relationship development, knowledge of retail products, and a digital-first approach to servicing clients while maintaining high levels of accuracy and compliance.