Relationship Banker I: Digital-First Client Advisor

Us Bank; Half Moon Bay (CA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers through in-person, by appointment, and digital channels, offering tailored deposit and loan options while guiding clients with a digital-first mindset.

The role emphasizes building trusted relationships, opening accounts, processing service requests, and educating clients on digital products. National Mortgage Licensing (NMLS) registration is required, with background checks.

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.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• 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

Bank policies

Customer service

Digital banking

Needs assessment

Job description

U.S. Bank is seeking a Relationship Banker to engage customers through in-person, by appointment, and digital channels, offering tailored deposit and loan options while guiding clients with a digital-first mindset.

The role emphasizes building trusted relationships, opening accounts, processing service requests, and educating clients on digital products. National Mortgage Licensing (NMLS) registration is required, with background checks.