Relationship Banker I — Digital-First Client Advisor

U.S. Bank; Milpitas (CA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) and retirement plan

Paid vacation

Paid holidays

Parental leave

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage clients across in-person, appointment, and digital channels, providing banking counsel and opening accounts. You’ll educate customers on digital products and collaborate with branch teams to deliver exceptional service.

The role emphasizes a digital-first approach, strong communication, and adherence to banking policies and NMLS requirements. This is a full-time, on-site position at a U.S. Bank location.

Qualifications

• 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 identify customer needs with a digital first mindset.
• Experience making appropriate product recommendations to meet customer needs.
• Experience in the financial services industry preferred.

Responsibilities

• Engage clients via in-person, appointment, and virtual channels to provide banking counsel.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital and self-service banking products and services.
• Collaborate with branch teammates to deliver an excellent client experience.
• Adhere to NMLS registration requirements and related background/credit checks.

Skills

Relationship building

Client communication

Customer service

Digital banking

Needs assessment

Product recommendations

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage clients across in-person, appointment, and digital channels, providing banking counsel and opening accounts. You’ll educate customers on digital products and collaborate with branch teams to deliver exceptional service.

The role emphasizes a digital-first approach, strong communication, and adherence to banking policies and NMLS requirements. This is a full-time, on-site position at a U.S. Bank location.