Relationship Banker II — Digital-First Client Advisor

U.S. Bank; Santa Fe (NM); On-site; USD 30,000 - 37,000; Full time

Job summary

U.S. Bank in Santa Fe, NM seeks a Relationship Banker to engage clients across multiple channels, provide personalized guidance on deposit and loan options, and educate customers on digital banking tools. You will build trusted relationships, handle basic transactions, and open new accounts while collaborating with the branch team.

The role emphasizes a digital-first approach, strong communication, and ongoing customer service excellence in a community banking setting.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of retail banking experience or equivalent training.
• Solid customer service and relationship-building abilities.

Responsibilities

• Engage customers across in-person, appointment, and virtual channels.
• Assess needs and offer deposit and loan solutions with a digital-first mindset.
• Open consumer and business accounts and process requests.
• Educate clients on digital products and self-service options.
• Collaborate with branch teammates to deliver exceptional service.

Skills

Relationship Building

Effective Communication

Financial Product Knowledge

Digital Banking

Sales Experience

Customer Service

Education

High School Diploma or Equivalent

Tools

CRM Systems

Job description

U.S. Bank in Santa Fe, NM seeks a Relationship Banker to engage clients across multiple channels, provide personalized guidance on deposit and loan options, and educate customers on digital banking tools. You will build trusted relationships, handle basic transactions, and open new accounts while collaborating with the branch team.

The role emphasizes a digital-first approach, strong communication, and ongoing customer service excellence in a community banking setting.