Relationship Banker II: Digital-First Financial Guidance

US Bank; Everett (WA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term life insurance

Short-term and long-term disability

Parental leave

401(k) retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing trusted guidance and tailored banking solutions. You will open accounts, process requests, and promote digital tools to enhance the client experience.

The role emphasizes building strong client relationships, understanding diverse financial needs, and collaborating with the branch team to deliver exceptional service while complying with NMLS requirements.

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 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

• Build relationships with customers via in-person, appointment, and virtual channels to provide guidance and solutions.
• Open new consumer and business accounts and process service requests.
• Educate clients on deposit and loan products and services and recommend suitable options.
• Process basic transactions and ensure accurate record-keeping.
• Develop collaborative partnerships with branch team members to serve clients effectively.
• Proactively educate clients on emerging digital products and self-service options.
• Identify customer needs and tailor recommendations with a digital-first approach.

Skills

Relationship building

Communication with clients

Sales experience

Digital banking

Education

High school diploma or equivalent

Tools

NMLS

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing trusted guidance and tailored banking solutions. You will open accounts, process requests, and promote digital tools to enhance the client experience.

The role emphasizes building strong client relationships, understanding diverse financial needs, and collaborating with the branch team to deliver exceptional service while complying with NMLS requirements.