Relationship Banker: Digital-First Financial Guidance

US Bank; Garfield Heights (OH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic term)

Disability insurance (short-term & LT)

Parental leave

401(k) retirement plan

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Relationship Banker to engage customers across channels, understand financial needs, and present suitable deposit and loan options. You will greet clients, process transactions, and collaborate with team members to deliver a seamless banking experience.

The role emphasizes building trust, educating clients on digital self-service tools, and maintaining product knowledge to support customer goals.

Qualifications

• Build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients and assess banking needs.
• Thorough knowledge of retail products and services and digital tools.

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

Prospecting outreach

Digital banking products

Customer service

Sales experience

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker to engage customers across channels, understand financial needs, and present suitable deposit and loan options. You will greet clients, process transactions, and collaborate with team members to deliver a seamless banking experience.

The role emphasizes building trust, educating clients on digital self-service tools, and maintaining product knowledge to support customer goals.