Relationship Banking Advisor (Digital-First)

U.S. Bank

La Crosse (WI)

On-site

USD 28,000 - 32,000

Full time

2 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) and employer-funded retirement
Paid vacation
11 paid holidays
Adoption assistance
Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing guidance on banking products and services while leveraging a digital-first approach.

You will open new accounts, process requests, and educate clients on self-service options to meet their financial goals. The role requires building trusted relationships, delivering excellent customer service, and collaborating with branch staff to optimize the client experience.

Qualifications

  • High school diploma or equivalent.
  • Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

  • Engage customers across multiple channels (in-person, by appointment, virtual) to provide banking counsel.
  • Open new consumer and business accounts and submit credit applications.
  • Educate clients on digital products and self-service options to meet financial goals.
  • Develop collaboration with branch team to serve clients effectively.

Skills

Relationship building
Client communication
Bank policies
Customer service
Digital products
Needs assessment
Product recommendations
Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing guidance on banking products and services while leveraging a digital-first approach.

You will open new accounts, process requests, and educate clients on self-service options to meet their financial goals. The role requires building trusted relationships, delivering excellent customer service, and collaborating with branch staff to optimize the client experience.

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