Relationship Banker - Digital-First Client Advisor

U.S. Bank; Tacoma (WA); On-site; USD 34,000 - 41,000; Full time

Job summary

U.S. Bank in Proctor, WA is seeking a Client Relationship Consultant 2 (Banker) to build strong client relationships via in-person, by-appointment, and virtual channels, providing trusted financial guidance.

The role requires assessing banking needs, gathering information, and educating clients on deposit and loan products while delivering a digital-first experience. The position involves opening consumer and business accounts, processing service requests, and submitting credit applications.

Qualifications

• High school diploma or equivalent.
• Typically 3–4 years of retail banking experience or equivalent training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Thorough knowledge of applicable bank policies, procedures and support systems.
• Strong customer service and interpersonal skills.
• Experience with digital products and self-service technologies.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow up.
• Engage and communicate with clients across in-person, by appointment, and virtual channels.
• Educate clients on deposit and loan products and services; recommend solutions based on goals.
• Open new consumer and business accounts; process service requests and credit applications.
• Promote digital self-service tools and assist clients in navigating them.
• Collaborate with branch team members to deliver accurate, seamless client experiences.

Skills

Relationship building

Customer service

Communication

Digital banking

Sales/needs analysis

Education

High school diploma or equivalent

Job description

U.S. Bank in Proctor, WA is seeking a Client Relationship Consultant 2 (Banker) to build strong client relationships via in-person, by-appointment, and virtual channels, providing trusted financial guidance.

The role requires assessing banking needs, gathering information, and educating clients on deposit and loan products while delivering a digital-first experience. The position involves opening consumer and business accounts, processing service requests, and submitting credit applications.