Digital-First Relationship Banking Advisor

Usbank; San Jose (CA); On-site; USD 40,000 - 50,000; Full time

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, delivering tailored financial solutions and a digital-first client experience.

The role focuses on building strong client relationships, opening accounts, processing requests, and educating clients on banking products, with emphasis on digital tools and self-service options.

Qualifications

• High school diploma or equivalent is required.
• Typically four to five years of retail banking experience or equivalent training.
• Experience building relationships with clients and understanding banking products is preferred.
• Familiarity with digital banking products and self-service channels is a plus.

Responsibilities

• Build relationships with customers through multiple channels (in-person, by appointment, virtual).
• Educate clients on deposit and loan products and services and recommend solutions.
• Open new consumer and business accounts and process service requests.
• Promote digital products and self-service options to meet client needs.
• Collaborate with branch team members to deliver excellent client experience.

Skills

Relationship building

Client engagement

Digital products

Self-service tech

Communication

Sales campaigns

Digital first mindset

Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, delivering tailored financial solutions and a digital-first client experience.

The role focuses on building strong client relationships, opening accounts, processing requests, and educating clients on banking products, with emphasis on digital tools and self-service options.