Relationship Banker II — Digital-First Client Advocate

US Bank; Daly City (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Retirement plan (401k)

Paid vacation

Job summary

U.S. Bank seeks a Relationship Banker to engage clients across in-person, by appointment, and virtual channels, delivering tailored financial guidance and account services. You will assess needs, explain products, and work with branch teams to serve customers efficiently in a digital-first environment.

Responsibilities include opening accounts, processing requests, and educating clients on self-service digital options while maintaining compliance and delivering strong service quality.

Qualifications

• 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 policies, procedures and support systems.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Engages clients across in-person, appointment, and virtual channels to provide counsel.
• Gathers financial needs, explains products, and recommends solutions.
• Opens consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service tools.

Skills

Relationship building

Client communication

Digital-first mindset

Product knowledge

Sales aptitude

Team collaboration

Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker to engage clients across in-person, by appointment, and virtual channels, delivering tailored financial guidance and account services. You will assess needs, explain products, and work with branch teams to serve customers efficiently in a digital-first environment.

Responsibilities include opening accounts, processing requests, and educating clients on self-service digital options while maintaining compliance and delivering strong service quality.