Digital-First Relationship Banker II

U.S. Bank; Villa Park (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels. The role focuses on building trusted relationships, understanding clients' banking needs, and guiding them to appropriate deposit and loan solutions.

You will open accounts, educate on digital products, and collaborate with branch teammates to ensure an excellent client experience. The position requires a strong service mindset, knowledge of banking policies, and the

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.
• 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

• Build relationships with customers across in-person, by appointment, and virtual channels to provide tailored financial counsel.
• Identify customer needs and propose deposit and loan solutions aligned with goals.
• Educate clients on digital banking products and services to enhance self-service and channel adoption.
• Open new consumer and business accounts and process service requests and credit applications.
• Collaborate with branch teams to deliver an optimal client experience and accurate service.

Skills

Relationship building

Customer engagement

Banking policies

Customer service

Digital banking

Needs assessment

Product recommendation

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels. The role focuses on building trusted relationships, understanding clients' banking needs, and guiding them to appropriate deposit and loan solutions.

You will open accounts, educate on digital products, and collaborate with branch teammates to ensure an excellent client experience. The position requires a strong service mindset, knowledge of banking policies, and the