Relationship Banker II — Digital-First Client Advisory

U.S. Bank; San Jose (CA); On-site; USD 82,656,000 - 112,963,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental leave

401(k)

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave & leave accruals

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, by appointment, and digital channels to provide knowledgeable financial guidance. You will open accounts, process basic transactions, and educate clients on digital tools to enhance their banking experience.

The role emphasizes proactive outreach, collaborative teamwork, and delivering accurate service while meeting clients' goals. NMLS compliance and a strong client-first mindset are essential.

Qualifications

• High school diploma or equivalent.
• 4–5 years of retail banking experience or equivalent training.
• Proven ability to build and foster client relationships.
• Strong communication and interpersonal skills.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow up.
• Open new consumer and business accounts and process basic transactions.
• Educate clients on digital products and self-service tools.
• Collaborate with branch teams to serve clients with accuracy and excellence.
• Identify client needs and recommend banking solutions.

Skills

Relationship building

Customer service

Communication skills

Digital banking

Sales experience

Retail products knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, by appointment, and digital channels to provide knowledgeable financial guidance. You will open accounts, process basic transactions, and educate clients on digital tools to enhance their banking experience.

The role emphasizes proactive outreach, collaborative teamwork, and delivering accurate service while meeting clients' goals. NMLS compliance and a strong client-first mindset are essential.