Relationship Banker: Digital-First Client Advisor

U.S. Bank

Republic (MO)

On-site

USD 23,000 - 32,000

Full time

12 hours ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) plan
Paid vacation
Up to 11 paid holiday opportunities
Parental leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers in-person, by appointment, and virtually, providing trusted financial guidance and a digital-first client experience.

You will assess customer needs, open accounts, process requests, and educate clients on products and services to foster long-term relationships. The role emphasizes proactive outreach, collaboration with branch teams, and accurate handling of customer data, with a focus on delivering superior service and operational

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

  • Builds and fosters relationships with clients through proactive outreach and follow up.
  • Identifies solutions for new and existing clients based on client needs.
  • Maintains knowledge of banking products and services including digital products.
  • Opens new consumer and business accounts and handles service requests.
  • Educates clients on emerging digital self-service products and services.
  • Leverages available resources to optimize the client experience.

Skills

Relationship building
Customer communication
Digital products knowledge
Interpersonal skills
Proactive outreach

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers in-person, by appointment, and virtually, providing trusted financial guidance and a digital-first client experience.

You will assess customer needs, open accounts, process requests, and educate clients on products and services to foster long-term relationships. The role emphasizes proactive outreach, collaboration with branch teams, and accurate handling of customer data, with a focus on delivering superior service and operational

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