Relationship Banker I: Digital-First Client Advocate

Us Bank; Northern (KY); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term & long-term disability

Paid vacation

13–11 paid holidays

401(k) retirement plan

Job summary

U.S. Bank is seeking a Relationship Banker to engage clients across in-person, appointment, and virtual channels while embracing a digital-first mindset. You will assess financial needs, open accounts, and educate clients on products and services to drive strong relationships.

The role emphasizes proactive outreach, knowledge of banking policies, and delivering excellent customer service across consumer and business banking products.

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.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve 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.
• Leveraging available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Relationship building

Customer service

Communication

Digital banking

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker to engage clients across in-person, appointment, and virtual channels while embracing a digital-first mindset. You will assess financial needs, open accounts, and educate clients on products and services to drive strong relationships.

The role emphasizes proactive outreach, knowledge of banking policies, and delivering excellent customer service across consumer and business banking products.