Digital-First Relationship Banker | Client Advisor

Us Bank; Vallejo (CA); On-site; USD 52,000 - 63,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k) Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted client relationships through in-person, appointment, and digital channels. You will assess banking needs, educate clients on products, and process basic transactions with a digital-first mindset.

The role requires NMLS registration and a background/credit check. You will collaborate with branch teams, open accounts, and promote self-service solutions while delivering excellent customer service.

Qualifications

• 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.

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.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Opens new consumer and business accounts, completes service requests and submits credit applications.

Skills

Client relationships

Proactive outreach

Communication skills

Digital products knowledge

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build trusted client relationships through in-person, appointment, and digital channels. You will assess banking needs, educate clients on products, and process basic transactions with a digital-first mindset.

The role requires NMLS registration and a background/credit check. You will collaborate with branch teams, open accounts, and promote self-service solutions while delivering excellent customer service.