Relationship Banker - Digital-First Financial Advisor

US Bank; Littleton (CO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability (short/long-term)

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across channels and deliver financial guidance while promoting digital tools. You will welcome clients, assess banking needs, and process routine transactions in a busy branch environment.

You will build trust through proactive follow-up, open accounts, and educate customers on products and services, including self-service digital options, to support their goals and ensure excellent service daily.

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, 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

Communication skills

Digital banking

Customer service

Self-service tech

Financial services

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across channels and deliver financial guidance while promoting digital tools. You will welcome clients, assess banking needs, and process routine transactions in a busy branch environment.

You will build trust through proactive follow-up, open accounts, and educate customers on products and services, including self-service digital options, to support their goals and ensure excellent service daily.