Digital-First Relationship Banker II – Client Advisor

US Bank; Half Moon Bay (CA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank in California is looking for a Relationship Banker who will engage customers across in-person, by appointment, and virtual channels to provide sound financial guidance while promoting digital banking solutions.

You will open new accounts, assess needs, and connect clients with appropriate deposit and loan products, delivering an exceptional client experience. The role requires a High school diploma and several years of retail banking experience; NMLS registration may be required.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related retail banking experience or a combination of experience and training.

Responsibilities

• Open new consumer and business accounts and process service requests.
• Provide counseling on deposit and loan products and services.
• Proactively educate clients on digital products and self-service options.
• Develop partnerships with branch teams to serve clients.
• Adhere to NMLS requirements and background/credit checks as applicable.

Skills

Relationship building

Communication

Sales experience

Education

High school diploma or equivalent

Job description

U.S. Bank in California is looking for a Relationship Banker who will engage customers across in-person, by appointment, and virtual channels to provide sound financial guidance while promoting digital banking solutions.

You will open new accounts, assess needs, and connect clients with appropriate deposit and loan products, delivering an exceptional client experience. The role requires a High school diploma and several years of retail banking experience; NMLS registration may be required.