Relationship Banker II: Digital-First Client Advisor

U.S. Bank; Auburn (WA); On-site; USD 3,995,000 - 4,890,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Disability insurance

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers in-person, by appointment, and virtually, providing tailored financial guidance and guiding clients through digital-first banking options.

You will gather customer needs, educate on products, open accounts, and process requests to deliver exceptional service across channels. The role emphasizes building trust through proactive outreach, collaboration with the branch team, and adherence to banking policies, with emphasis on customer

Qualifications

• 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.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Experience in participating in sales campaigns/promotions.
• 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 advanced 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 relationships with customers through multiple channels and provides counsel.
• Educates clients on deposit and loan products and services.
• Open new consumer and business accounts and process service requests.
• Submit credit applications and assist with digital product adoption.
• Collaborate with branch team members to serve clients with accuracy and efficiency.
• Maintain knowledge of digital products and banking policies.

Skills

Relationship building

Communication

Sales experience

Digital banking

Customer service

Banking products knowledge

Regulatory knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers in-person, by appointment, and virtually, providing tailored financial guidance and guiding clients through digital-first banking options.

You will gather customer needs, educate on products, open accounts, and process requests to deliver exceptional service across channels. The role emphasizes building trust through proactive outreach, collaboration with the branch team, and adherence to banking policies, with emphasis on customer