Relationship Banker II: Trusted Financial Advisor

Us Bank; Colfax (CA); On-site; USD 77,997,000 - 95,304,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

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 build trusted relationships with customers by meeting face-to-face and guiding them on banking needs. You will open accounts, process transactions, and coordinate with branch teammates to deliver tailored financial solutions.

The role emphasizes proactive outreach, knowledge of retail banking products, and the ability to educate clients on digital tools while maintaining high service standards.

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.

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

Customer service

Communication

Sales mindset

Digital products

Digital first mindset

Interpersonal skills

Banking knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face-to-face and guiding them on banking needs. You will open accounts, process transactions, and coordinate with branch teammates to deliver tailored financial solutions.

The role emphasizes proactive outreach, knowledge of retail banking products, and the ability to educate clients on digital tools while maintaining high service standards.