Digital-First Relationship Banking Advisor

U.S. Bank; Madison (WI); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paid vacation

11 paid holidays

Retirement plan (401k)

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers in person, by appointment, and virtually, delivering trusted financial guidance. The role emphasizes building client relationships, educating on digital products, and processing deposits and account openings.

The position requires a high school diploma and substantial retail banking experience. A digital-first mindset and strong interpersonal skills are essential for success in this client-facing role.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.
• NMLS registration may be required for this role under applicable regulations.

Responsibilities

• Build relationships with clients across multiple channels to provide financial counsel.
• Open new consumer and business accounts and assist with credit applications.
• Educate clients on digital banking products and self-service options.
• Identify clients' needs and recommend suitable banking solutions.
• Collaborate with branch team members to deliver excellent customer service.

Skills

Relationship building

Communication

Retail banking knowledge

Sales & promotions

Digital products

Customer service

Job description

U.S. Bank is seeking a Relationship Banker to engage customers in person, by appointment, and virtually, delivering trusted financial guidance. The role emphasizes building client relationships, educating on digital products, and processing deposits and account openings.

The position requires a high school diploma and substantial retail banking experience. A digital-first mindset and strong interpersonal skills are essential for success in this client-facing role.