Relationship Banker II: Digital-First Client Advisor

US Bank; Milpitas (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Holiday pay

Life insurance

Disability insurance

Job summary

U.S. Bank seeks a Relationship Banker who will engage clients in-person, by appointment, and virtually to provide financial guidance. You will open new accounts, process requests, and educate clients on deposit and loan products while leveraging digital tools.

You will build trusted relationships by proactive outreach, understanding customer goals, and delivering tailored solutions across branches with a digital-first mindset.

Qualifications

• Proven ability to build and foster client relationships.
• Strong knowledge of retail banking products and services.

Responsibilities

• Build relationships with customers across channels to provide counsel.

Skills

Relationship building

Client outreach

Communication

Digital banking knowledge

Sales campaigns

Self-service tech demos

Customer needs analysis

Proactive follow-up

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker who will engage clients in-person, by appointment, and virtually to provide financial guidance. You will open new accounts, process requests, and educate clients on deposit and loan products while leveraging digital tools.

You will build trusted relationships by proactive outreach, understanding customer goals, and delivering tailored solutions across branches with a digital-first mindset.