Relationship Advisor: Banking & Digital Solutions

U.S. Bank; Benicia (CA); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation (2–5 weeks)

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing tailored financial guidance and solutions. You will open accounts, process requests, and educate clients on digital tools to enhance the client experience.

Collaboration with branch teams and proactive outreach are key. The role requires knowledge of retail products, strong service orientation, and the ability to meet customer needs while adhering to NMLS and regulatory

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Strong knowledge of retail banking products and services and digital banking options.
• Excellent communication and interpersonal skills with customers.

Responsibilities

• Engage customers via in-person, by appointment, and virtual channels to provide financial counsel.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and self-service options.
• Collaborate with branch team members to serve clients with excellence.
• Identify client needs and recommend appropriate banking solutions.

Skills

Relationship building

Customer service

Digital banking knowledge

Communication skills

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, providing tailored financial guidance and solutions. You will open accounts, process requests, and educate clients on digital tools to enhance the client experience.

Collaboration with branch teams and proactive outreach are key. The role requires knowledge of retail products, strong service orientation, and the ability to meet customer needs while adhering to NMLS and regulatory