Relationship Banker I: Digital-First Client Advisor

Usbank; Newport (OR); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is hiring a Relationship Banker for the Newport, Oregon area. You will engage clients across in-person, by appointment, and virtual channels, delivering tailored financial guidance and promoting digital self-service options to meet customers’ needs.

The role emphasizes building long-term client relationships, a strong knowledge of banking products, and adherence to NMLS requirements. On-site work at the Newport location with comprehensive benefits is provided.

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, 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.
• 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

Client engagement

Bank policies

Customer service

Digital products

Digital-first mindset

Recommendations

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is hiring a Relationship Banker for the Newport, Oregon area. You will engage clients across in-person, by appointment, and virtual channels, delivering tailored financial guidance and promoting digital self-service options to meet customers’ needs.

The role emphasizes building long-term client relationships, a strong knowledge of banking products, and adherence to NMLS requirements. On-site work at the Newport location with comprehensive benefits is provided.