Relationship Banker: Digital-First Client Advisor

U.S. Bank; Conifer (CO); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic term)

Disability insurance (short/long-term)

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships across in-person, by-appointment, and virtual channels, offering tailored financial guidance and educating customers on deposit and loan products.

The role emphasizes a digital-first mindset, proactive outreach, and accuracy in handling basic transactions while collaborating with branch teams. The position requires a high school diploma or equivalent and typically less than four years of related retail banking

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.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up
• Ability to effectively engage and communicate with clients
• Thorough knowledge of applicable bank and branch policies, procedures and support systems
• Proven customer service and interpersonal skills
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

Responsibilities

• Engage clients via in-person, 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.
• Develop collaborative partnerships with branch team members to best serve clients.
• Proactively educate clients on emerging digital products and services to meet financial needs.

Skills

Relationship building

Customer service

Communication

Digital banking tools

Engaging clients

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships across in-person, by-appointment, and virtual channels, offering tailored financial guidance and educating customers on deposit and loan products.

The role emphasizes a digital-first mindset, proactive outreach, and accuracy in handling basic transactions while collaborating with branch teams. The position requires a high school diploma or equivalent and typically less than four years of related retail banking