Relationship Banker II: Digital-First Client Advisor

Usbank; Springfield (OR); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Springfield, Oregon is seeking a Relationship Banker who will build strong client relationships across in-person, by appointment, and digital channels, assessing customers' banking needs and presenting deposit and loan options.

You will open new accounts, process requests, educate clients on digital tools, and collaborate with branch teammates to deliver accurate service. A strong background in retail banking and excellent communication skills are essential.

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.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• 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

Customer service

Sales promotions

Digital banking

Team collaboration

Problem solving

Education

High school diploma

Job description

U.S. Bank in Springfield, Oregon is seeking a Relationship Banker who will build strong client relationships across in-person, by appointment, and digital channels, assessing customers' banking needs and presenting deposit and loan options.

You will open new accounts, process requests, educate clients on digital tools, and collaborate with branch teammates to deliver accurate service. A strong background in retail banking and excellent communication skills are essential.