Relationship Banker: Digital-First Client Advisor

U.S. Bank National Association; Huntington Beach (CA); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank offers a Relationship Banker role focused on meeting clients face-to-face, assessing banking needs, and providing tailored financial solutions.

This position emphasizes building trust, educating customers on deposits, loans, and digital services, and processing routine transactions. Responsibilities include opening/closing accounts, loan origination, and collaborating with branch teams to deliver exceptional customer service.

Qualifications

• Must have a high school diploma or equivalent.
• Typically 4–5 years of retail banking experience or equivalent training.

Responsibilities

• Build and foster client relationships through proactive outreach and follow up.
• Identify client solutions based on needs and banking products.
• Open new accounts and process service requests.
• Educate clients on digital banking products and self-service tools.
• Collaborate with branch team to serve clients efficiently.

Skills

Relationship building

Customer outreach

Communication skills

Sales experience

Digital product knowledge

Education

High school diploma or equivalent

Tools

NMLS registration

Job description

U.S. Bank offers a Relationship Banker role focused on meeting clients face-to-face, assessing banking needs, and providing tailored financial solutions.

This position emphasizes building trust, educating customers on deposits, loans, and digital services, and processing routine transactions. Responsibilities include opening/closing accounts, loan origination, and collaborating with branch teams to deliver exceptional customer service.