Relationship Banker I: Digital Banking & Client Advisor

U.S. Bank; San Francisco (CA); On-site; USD 52,000 - 63,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan with employer contribution

Paid vacation and holidays

Disability leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, delivering tailored financial guidance.

You’ll assess client needs, explain deposit and loan products, and open accounts while maintaining accurate records and ensuring an excellent digital-first client experience. The role emphasizes proactive outreach, strong communication, and collaboration with branch colleagues to serve clients effectively.

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.
• Experience with using and demonstrating digital products and self-service technologies.

Responsibilities

• Engage customers across in-person, appointment, and virtual channels to provide banking counsel.
• Identify client needs and recommend suitable deposit and loan products and services.
• Open new consumer and business accounts and process service requests.
• Educate clients on emerging digital products and self-service options to enhance the client experience.

Skills

Relationship building

Customer engagement

Digital channel experience

Communication skills

Banking policy knowledge

Interpersonal skills

Digital products demonstration

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, delivering tailored financial guidance.

You’ll assess client needs, explain deposit and loan products, and open accounts while maintaining accurate records and ensuring an excellent digital-first client experience. The role emphasizes proactive outreach, strong communication, and collaboration with branch colleagues to serve clients effectively.