Senior Relationship Banker: Digital-First Client Advisor

U.S. Bank; Rohnert Park (CA); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Disability leave

Parental leave

Job summary

U.S. Bank in California is hiring a Relationship Banker to engage customers across in-person, by appointment, and virtual channels. You will assess banking needs, open consumer and business accounts, and educate clients on deposits, loans, and digital self-service tools.

You will build trusted relationships, collaborate with branch teammates, and ensure accurate processing of transactions while delivering an exceptional client experience.

Qualifications

• High school diploma or equivalent.
• Typically five or more years of retail banking experience or a combination of experience and training.

Responsibilities

• Build relationships with clients across channels and provide guidance.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and self-service options.
• Maintain knowledge of retail banking products and services.
• Collaborate with branch team to serve clients and ensure accuracy.

Skills

Relationship building

Communication

Policy knowledge

Retail products

Customer service

Sales campaigns

Digital products

Needs-based sell

Finance industry

Education

High school diploma or equivalent

Job description

U.S. Bank in California is hiring a Relationship Banker to engage customers across in-person, by appointment, and virtual channels. You will assess banking needs, open consumer and business accounts, and educate clients on deposits, loans, and digital self-service tools.

You will build trusted relationships, collaborate with branch teammates, and ensure accurate processing of transactions while delivering an exceptional client experience.