Digital-First Relationship Banker | Client Advisor

U.S. Bank

United States

On-site

USD 28,000 - 34,000

Full time

8 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) and employer-funded retirement
Paid vacation
Up to 11 paid holidays
Adoption assistance

Job summary

U.S. Bank in the United States seeks a Relationship Banker to engage clients across in-person, by appointment, and virtual channels, delivering guidance and solutions tailored to their banking needs.

You will open accounts, process transactions, and educate clients on digital tools while collaborating with branch teams to serve customers effectively. This role emphasizes a digital-first mindset, compliance with industry regulations, and a strong commitment to exceptional service with a

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

  • Engage customers across in-person, by appointment, and virtual channels to provide counsel.
  • Identify solutions for new and existing clients based on their needs.
  • Maintain knowledge of consumer and business banking products and services including digital tools.
  • Open new consumer and business accounts and process service requests.
  • Educate clients on emerging and self-service digital products to enhance experience.

Skills

Relationship building
Communication with clients
Digital banking knowledge
Customer service
Digital products & self-service tech
Sales & needs assessment

Education

High school diploma or equivalent

Job description

U.S. Bank in the United States seeks a Relationship Banker to engage clients across in-person, by appointment, and virtual channels, delivering guidance and solutions tailored to their banking needs.

You will open accounts, process transactions, and educate clients on digital tools while collaborating with branch teams to serve customers effectively. This role emphasizes a digital-first mindset, compliance with industry regulations, and a strong commitment to exceptional service with a

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