Relationship Banker II: Digital-First Client Advisor

U.S. Bank; Sisters (OR); On-site; USD 32,000 - 40,000; Full time

Job summary

U.S. Bank in Sisters, Oregon is seeking a Relationship Banker to build trust-based relationships with customers across in-person and digital channels. You will assess financial needs, explain deposit and loan options, and open accounts while delivering a smooth, digital-first experience.

You’ll collaborate with branch teams to serve clients, educate on self-service tools, and apply regulatory requirements. A high school diploma plus retail banking experience is typical; strong service and

Qualifications

• High school diploma or equivalent.
• Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
• Proven ability to build and foster relationships with clients through proactive outreach and follow up
• Ability to effectively engage and communicate with clients
• Thorough knowledge of applicable bank and branch policies, procedures and support systems
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Relationship building

Client communication

Bank policies

Retail products

Customer service

Sales campaigns

Digital banking

Needs assessment

Recommendations

Finance industry

Education

High school diploma or equivalent

Job description

U.S. Bank in Sisters, Oregon is seeking a Relationship Banker to build trust-based relationships with customers across in-person and digital channels. You will assess financial needs, explain deposit and loan options, and open accounts while delivering a smooth, digital-first experience.

You’ll collaborate with branch teams to serve clients, educate on self-service tools, and apply regulatory requirements. A high school diploma plus retail banking experience is typical; strong service and