Relationship Banker II: Digital-First Client Advisor

U.S. Bank; Charlotte (NC); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term life insurance

Short-term and long-term disability

401(k) and employer-funded retirement

Paid vacations

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships across in-person, by-appointment, and virtual channels, while educating customers on available deposit and loan products.

The role emphasizes a digital-first mindset and proactive outreach to understand and meet clients' financial needs. Responsibilities include opening consumer and business accounts, processing service requests, and submitting credit applications.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related retail banking experience or an equivalent combination of experience and training.

Responsibilities

• Builds relationships with clients across in-person, appointment, and virtual channels to provide banking counsel.
• Recommend solutions based on customers' goals and needs after assessing their deposits and loans.
• Open new consumer and business accounts and process service requests and credit applications.
• Educate clients on digital products and self-service options to improve the client experience.

Skills

Relationship building

Client communication

Sales experience

Digital banking familiarity

Interpersonal skills

Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships across in-person, by-appointment, and virtual channels, while educating customers on available deposit and loan products.

The role emphasizes a digital-first mindset and proactive outreach to understand and meet clients' financial needs. Responsibilities include opening consumer and business accounts, processing service requests, and submitting credit applications.