Relationship Banker II — Digital-First Client Advisor

U.S. Bank; Daly City (CA); Presencial; USD 40 000 - 49 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare (medical, dental, vision)

Life insurance

Short-term and long-term disability

Parental leave

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Resumo da oferta

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, by appointment, and virtual channels, offering tailored financial guidance and products. You will build trust through proactive outreach, process accounts and credit applications, and promote digital banking tools to enhance the client experience.

The role emphasizes strong communication, adherence to policies, and delivering an exemplary customer experience in a fast-paced banking environment.

Qualificações

• Strong relationship-building abilities with clients across channels.
• Excellent customer service and interpersonal skills.
• Experience participating in sales campaigns/promotions.
• Familiarity with digital banking products and self-service tools.
• Proven ability to assess client needs and recommend solutions.

Responsabilidades

• Builds relationships with clients via in-person, appointments, and virtual channels.
• Educates clients on deposit and loan products and services.
• Opens accounts and processes service requests and credit applications.
• Promotes digital products and self-service features to meet client needs.
• Collaborates with branch team to deliver accurate, efficient service.

Conhecimentos

Relationship building

Customer service

Sales experience

Digital banking knowledge

Communication skills

Formação académica

High school diploma

Descrição da oferta de emprego

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, by appointment, and virtual channels, offering tailored financial guidance and products. You will build trust through proactive outreach, process accounts and credit applications, and promote digital banking tools to enhance the client experience.

The role emphasizes strong communication, adherence to policies, and delivering an exemplary customer experience in a fast-paced banking environment.