Relationship Banker I: Digital-First Banking Advisor

U.S. Bank; Milpitas (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Healthcare

Paid vacation

Paid holidays

Sick leave

Adoption assistance

401(k) retirement plan

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers in-person, by appointment, and virtually, providing tailored financial counsel and account services.

You will greet clients, gather information, and educate on digital products while building strong relationships across channels. The role emphasizes a digital-first mindset, proactive outreach, and collaboration with branch teams to deliver an optimal client experience, including opening and servicing accounts.

Qualifications

• High school diploma or equivalent required.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.
• NMLS registration required for this role.

Responsibilities

• Build relationships with clients across channels and provide financial counsel and guidance.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital banking products and self-service tools.
• Collaborate with branch team to serve clients and meet their financial needs.

Skills

Relationship building

Customer service

Communication

Digital product knowledge

Proactive outreach

Needs assessment

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers in-person, by appointment, and virtually, providing tailored financial counsel and account services.

You will greet clients, gather information, and educate on digital products while building strong relationships across channels. The role emphasizes a digital-first mindset, proactive outreach, and collaboration with branch teams to deliver an optimal client experience, including opening and servicing accounts.