Relationship Banker I - Digital-First Client Advisor

Us Bank; Sonoma (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Vacation days

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, by appointment, and virtual channels, delivering expert financial counsel while guiding clients through digital options.

The role emphasizes building trust and proactive outreach to meet customers’ banking needs. The position requires basic banking knowledge, strong interpersonal skills, and a commitment to exceptional service.

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.

Responsibilities

• Build relationships with customers through in-person, appointment, and virtual channels.
• Assess customer banking needs and recommend deposit and loan products.
• Open new consumer and business accounts and process service requests.
• Educate customers on digital products and self-service options.
• Maintain knowledge of bank policies and support systems.
• Support compliance with NMLS registration and related requirements.

Skills

Relationship building

Communication skills

Digital banking

Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, by appointment, and virtual channels, delivering expert financial counsel while guiding clients through digital options.

The role emphasizes building trust and proactive outreach to meet customers’ banking needs. The position requires basic banking knowledge, strong interpersonal skills, and a commitment to exceptional service.