Relationship Banker II: Digital-First Client Advisor

US Bank; Madison (WI); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Madison, WI seeks a Relationship Banker to build client relationships across in-person, appointment, and digital channels. You will assess banking needs, open accounts, process basic transactions, and educate clients on digital tools to enhance their experience.

The role focuses on proactive outreach, knowledge of retail products, and collaboration with branch teammates to serve clients effectively.

Qualifications

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

Responsibilities

• Build relationships with clients through in-person, appointment, and digital channels.
• Assess and address customers' banking needs and educate them on deposit and loan products.
• Open new consumer and business accounts and process service requests.
• Promote digital self-service tools and provide proactive follow-up with clients.
• Collaborate with branch teammates to deliver optimal client experiences.

Skills

Relationship building

Customer service

Communication

Digital banking products

Sales experience

Team collaboration

Education

High school diploma or equivalent

Job description

U.S. Bank in Madison, WI seeks a Relationship Banker to build client relationships across in-person, appointment, and digital channels. You will assess banking needs, open accounts, process basic transactions, and educate clients on digital tools to enhance their experience.

The role focuses on proactive outreach, knowledge of retail products, and collaboration with branch teammates to serve clients effectively.