Relationship Banker: Digital-First Financial Advisor

U.S. Bank; Palo Alto (CA); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank in Palo Alto seeks a Relationship Banker to build lasting client relationships through in-person, appointment, and virtual interactions while embracing a digital-first mindset.

You will educate clients on deposit and loan options, assist with account openings, and process basic transactions, delivering exceptional service across channels. Collaboration with branch teams and leveraging online tools will be key to success.

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience.
• Experience with digital banking tools is a plus.

Responsibilities

• Build strong client relationships across in-person, by appointment and virtual channels.
• Educate clients on deposit and loan products and services.
• Open new consumer and business accounts and process transactions.
• Promote digital products and self-service technologies.

Skills

Relationship building

Communication skills

Customer service

Digital products

Self-service tech

Education

High school diploma or equivalent

Job description

U.S. Bank in Palo Alto seeks a Relationship Banker to build lasting client relationships through in-person, appointment, and virtual interactions while embracing a digital-first mindset.

You will educate clients on deposit and loan options, assist with account openings, and process basic transactions, delivering exceptional service across channels. Collaboration with branch teams and leveraging online tools will be key to success.