Digital-First Relationship Banker: Client Advisor

U.S. Bank; Mountain View (CA); On-site; USD 52,000 - 63,000; Full time

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 in Mountain View, CA, to engage clients across in-person, by appointment, and virtual channels, delivering trusted counsel while promoting digital-first banking.

The role emphasizes building strong client relationships, understanding banking needs, and recommending deposit and loan solutions to help clients achieve their financial goals. The position requires NMLS registered status, background checks, and a commitment to delivering an exceptional client

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.
• Ability to build and foster relationships with clients.
• Strong communication 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.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on emerging and self-service digital products and services.
• Maintains knowledge of bank policies and procedures and collaboration with branch team members.

Skills

Relationship building

Communication skills

Policies & procedures

Customer service

Digital products

Self-service tech

Needs assessment

Financial services exp

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker in Mountain View, CA, to engage clients across in-person, by appointment, and virtual channels, delivering trusted counsel while promoting digital-first banking.

The role emphasizes building strong client relationships, understanding banking needs, and recommending deposit and loan solutions to help clients achieve their financial goals. The position requires NMLS registered status, background checks, and a commitment to delivering an exceptional client