Relationship Banker II: Digital-First Advisor

Us Bank; Saratoga (CA); On-site; USD 39,000 - 54,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker in California to engage customers across in-person, by appointment, and virtual channels, offering trusted financial guidance and promoting digital-first solutions. You will open accounts, process requests, and educate clients on products to build lasting relationships.

The role requires NMLS registration under SAFE Act and a commitment to compliance, with a focus on delivering a seamless, digital-enabled customer experience.

Qualifications

• High school diploma or equivalent.
• Minimum four to five years of job-related retail banking experience or a combination of experience and training.

Responsibilities

• Build and nurture client relationships across in-person, appointment, and digital channels.
• Educate clients on deposit and loan products and services to meet goals.
• Open new consumer and business accounts; process service requests and credit applications.
• Promote self-service digital products and assist customers with digital tools.

Skills

Relationship building

Client communication

Sales & promotions

Digital product familiarity

Customer service

Proactive outreach

Education

High school diploma or equivalent

Tools

CRM systems

Banking policies & procedures

Job description

U.S. Bank is seeking a Relationship Banker in California to engage customers across in-person, by appointment, and virtual channels, offering trusted financial guidance and promoting digital-first solutions. You will open accounts, process requests, and educate clients on products to build lasting relationships.

The role requires NMLS registration under SAFE Act and a commitment to compliance, with a focus on delivering a seamless, digital-enabled customer experience.