Digital-First Relationship Banker II

U.S. Bank; Santa Rosa (CA); On-site; USD 37,000 - 46,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic term)

Disability insurance (short/long-term)

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays (up to 11)

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers through in-person, appointment-based, and digital channels. You will assess banking needs, educate clients on products, and nurture relationships to drive account openings and services.

The role emphasizes a digital-first approach, collaboration with branch teams, and adherence to NMLS and regulatory requirements. Strong communication and sales mindset are essential.

Qualifications

• Proven ability to build and foster client relationships through proactive outreach.
• Strong communication with clients and colleagues across channels.
• Extensive knowledge of retail banking products and policies.

Responsibilities

• Build relationships with customers via in-person, appointment, or virtual channels.
• Educate clients on deposit and loan products and services, tailoring solutions.
• Open new consumer and business accounts and process service requests.
• Promote digital products and self-service options to meet needs.

Skills

Relationship building

Client communication

Policy & product knowledge

Retail banking products

Customer service

Sales campaigns

Digital self-service tools

Needs discovery

Consultative recommendations

Financial services industry knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers through in-person, appointment-based, and digital channels. You will assess banking needs, educate clients on products, and nurture relationships to drive account openings and services.

The role emphasizes a digital-first approach, collaboration with branch teams, and adherence to NMLS and regulatory requirements. Strong communication and sales mindset are essential.