Relationship Banker II: Digital-First Client Advisor

U.S. Bank; Vallejo (CA); On-site; USD 60,000 - 82,000; Full time

Job summary

U.S. Bank seeks a Relationship Banker to engage customers across in-person, appointment, and virtual channels, delivering tailored financial guidance and solutions. You will assess needs, educate on deposits and loans, and foster proactive outreach to build lasting client relationships.

The role emphasizes trust, accuracy, and operating within digital-first strategies while ensuring compliance with NMLS and banking regulations.

Qualifications

• High school diploma or equivalent required.
• Typically 4–5 years of retail banking experience or equivalent training.
• Proven ability to build relationships with clients through proactive outreach and follow up.

Responsibilities

• Build relationships with customers across multiple channels, including in person, by appointment, and virtually.
• Open new consumer and business accounts and process service requests and credit applications.
• Educate clients on digital products and self-service options and leverage digital channels to improve the client experience.

Skills

Relationship building

Communication

Digital products knowledge

Sales experience

Customer service

Proactive outreach

Needs assessment

Interpersonal skills

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker to engage customers across in-person, appointment, and virtual channels, delivering tailored financial guidance and solutions. You will assess needs, educate on deposits and loans, and foster proactive outreach to build lasting client relationships.

The role emphasizes trust, accuracy, and operating within digital-first strategies while ensuring compliance with NMLS and banking regulations.