Digital-First Relationship Banker: Client Advisor

U.S. Bank

Fountain (CO)

On-site

USD 28,000 - 34,000

Full time

12 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k) retirement plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage clients across in-person, appointment, and virtual channels, offering strategic financial guidance. You will assess customer needs, educate on digital banking tools, and process deposits and loans while building trust and long-term relationships.

This role emphasizes client-centric service and adherence to branch policies. Applicants should demonstrate strong communication, a customer-service mindset, and familiarity with digital banking

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.
  • 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

  • Build relationships with clients by engaging them via in-person, by appointment, and virtual channels.
  • Provide counsel on deposit and loan products and services based on client goals and needs.
  • Open new consumer and business accounts and process service requests.
  • Educate clients on digital products and self-service tools to meet financial needs.
  • Collaborate with branch team members to ensure an optimal client experience.
  • Proactively educate clients on digital products to support self-service options.

Skills

Relationship building
Customer service
Digital product familiarity
Effective communication

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage clients across in-person, appointment, and virtual channels, offering strategic financial guidance. You will assess customer needs, educate on digital banking tools, and process deposits and loans while building trust and long-term relationships.

This role emphasizes client-centric service and adherence to branch policies. Applicants should demonstrate strong communication, a customer-service mindset, and familiarity with digital banking

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