Senior Relationship Banker - Digital-First Client Advisor

U.S. Bank; Ashland (OR); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to cultivate client relationships across multiple channels, including in-person and virtual interactions.

You will assess financial needs, educate clients on products and services, and guide them through opening accounts and submitting credit applications, while maintaining a digital-first approach to service. The role emphasizes proactive outreach, cross-selling banking solutions, and collaboration with branch teams to deliver an exceptional client

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients
• Advanced 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

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs.
• 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

Communication

Digital banking

Sales experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to cultivate client relationships across multiple channels, including in-person and virtual interactions.

You will assess financial needs, educate clients on products and services, and guide them through opening accounts and submitting credit applications, while maintaining a digital-first approach to service. The role emphasizes proactive outreach, cross-selling banking solutions, and collaboration with branch teams to deliver an exceptional client