Digital-First Relationship Banker & Financial Advisor

U.S. Bank

Kent (WA)

On-site

USD 33,000 - 41,000

Full time

13 days ago
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Benefits offered by this job

Healthcare
Paid vacation
Sick leave
Holiday pay
Retirement plan
Adoption assistance

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing tailored guidance and promoting deposit and loan products.

The role emphasizes a digital‑first service approach, building strong client relationships, opening accounts, processing requests, and educating clients on self‑service tools to meet financial goals. A strong team partnership with branch colleagues is required, with compliance to NMLS registration and SAFÉ Act

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.
  • Experience in the financial services industry preferred.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up.
  • Opens new consumer and business accounts and processes service requests.
  • Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
  • Leverages resources to optimize client experience and serve with operational excellence and accuracy.

Skills

Relationship building
Client communication
Digital product literacy
Proactive outreach
Customer service
Team collaboration

Education

High School diploma or equivalent

Tools

NMLS registration

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing tailored guidance and promoting deposit and loan products.

The role emphasizes a digital‑first service approach, building strong client relationships, opening accounts, processing requests, and educating clients on self‑service tools to meet financial goals. A strong team partnership with branch colleagues is required, with compliance to NMLS registration and SAFÉ Act

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