Relationship Banker: Digital-First Banking Advisor

US Bank; San Diego (CA); On-site; USD 30,000 - 39,000; Full time

Job summary

U.S. Bank is seeking a Relationship Banker to build and sustain trusted client relationships by meeting face to face, understanding financial goals, and offering suitable deposit, loan, and digital banking solutions. You will open accounts, process service requests, and refer customers to the branch team for enhanced service.

The role emphasizes customer service, proactive outreach, and in-branch collaboration to ensure accurate, efficient experiences for both personal and business clients.

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Relationship building

Customer service

Communication

Digital banking

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build and sustain trusted client relationships by meeting face to face, understanding financial goals, and offering suitable deposit, loan, and digital banking solutions. You will open accounts, process service requests, and refer customers to the branch team for enhanced service.

The role emphasizes customer service, proactive outreach, and in-branch collaboration to ensure accurate, efficient experiences for both personal and business clients.