Relationship Banker - Digital Banking Advisor

U.S. Bank National Association; Half Moon Bay (CA); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker in California to engage clients across in-person, by appointment, and virtual channels while tailoring financial solutions to individual goals. You will educate customers on deposits and loans, open accounts, and guide them through digital tools to enhance the banking experience.

The role emphasizes strong interpersonal skills, proactive outreach, and maintaining knowledge of retail banking products, with a focus on accuracy and client-centric service.

Qualifications

• High school diploma or equivalent.
• Typically has four to five years of job-related, retail banking experience or a combination of experience and commensurate training.
• Familiar with consumer and business banking products and services.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up across in-person, appointment, and virtual channels.
• Educates clients on deposit and loan products and services and recommends suitable solutions.
• Opens new consumer and business accounts and processes service requests.
• Promotes digital products and self-service technologies to enhance the client experience.
• Maintains knowledge of bank policies, procedures, and support systems to ensure accurate service.

Skills

Relationship building

Client communication

Digital banking

Sales experience

Interpersonal skills

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker in California to engage clients across in-person, by appointment, and virtual channels while tailoring financial solutions to individual goals. You will educate customers on deposits and loans, open accounts, and guide them through digital tools to enhance the banking experience.

The role emphasizes strong interpersonal skills, proactive outreach, and maintaining knowledge of retail banking products, with a focus on accuracy and client-centric service.