Senior Relationship Banker — Digital-First Client Advisor

U.S. Bank; San Jose (CA); On-site; USD 40,000 - 49,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker to engage clients across in-person, appointment-based, and virtual channels, delivering tailored financial counsel and promoting digital-first solutions.

The role involves opening accounts, processing requests, educating customers on digital products, and collaborating with branch teams to ensure accurate, compliant service and an exceptional client experience.

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 policies, procedures and support systems.

Responsibilities

• Build relationships with clients via in-person, by appointment, and virtual channels to provide guidance and solutions.
• Open new consumer and business accounts and process service requests and credit applications.
• Educate clients on digital products and self-service tools to meet their banking needs.
• Collaborate with branch team members to deliver an optimal client experience.
• Ensure accurate processing of transactions and adherence to policies.

Skills

Relationship building

Communication

Customer service

Digital banking

Sales campaigns

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage clients across in-person, appointment-based, and virtual channels, delivering tailored financial counsel and promoting digital-first solutions.

The role involves opening accounts, processing requests, educating customers on digital products, and collaborating with branch teams to ensure accurate, compliant service and an exceptional client experience.