Relationship Banker I: Digital-First Client Advisor

U.S. Bank; San Francisco (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Relationship Banker to build and nurture client relationships across multiple channels, offering guidance on financial products and services with a digital-first mindset.

You will welcome clients in person, by appointment, and virtually, processing basic transactions and helping them achieve their banking goals. The role emphasizes proactive outreach, collaboration with branch teams, and educating clients on online and self-service options while maintaining knowledge of

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service options.
• Demonstrates and explains deposit and loan products and services.
• Maintains knowledge of policies, procedures and support systems.

Skills

Relationship building

Client communication

Digital banking knowledge

Sales & cross-selling

Job description

U.S. Bank seeks a Relationship Banker to build and nurture client relationships across multiple channels, offering guidance on financial products and services with a digital-first mindset.

You will welcome clients in person, by appointment, and virtually, processing basic transactions and helping them achieve their banking goals. The role emphasizes proactive outreach, collaboration with branch teams, and educating clients on online and self-service options while maintaining knowledge of