Senior Relationship Banker - Digital-First Client Advocate

U.S. Bank; San Rafael (CA); On-site; USD 46,000 - 56,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation and holidays

Adoption assistance

Sick leave and paid time off

Job summary

U.S. Bank is seeking a Relationship Banker to build and maintain client relationships through in-person, appointment-based, and digital channels. You will assess banking needs, educate on products, and recommend tailored solutions while delivering a digital-first client experience.

The role emphasizes proactive outreach, collaboration with branch teams, and handling accounts and credit applications, with emphasis on compliance and customer service excellence.

Qualifications

• High school diploma or equivalent.
• Five or more years of job-related, retail banking experience or equivalent training.
• Ability to build and foster client relationships through proactive outreach and follow up.

Responsibilities

• Build relationships with clients through multiple channels including in-person, by appointment, and virtually.
• Educate clients on deposit and loan products and services and recommend solutions.
• Open new consumer and business accounts and process service requests.
• Promote digital products and self-service technologies to meet client needs.
• Collaborate with branch team members and partners to serve clients with excellence.

Skills

Relationship building

Proactive outreach

Communication

Digital products

Sales campaigns

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build and maintain client relationships through in-person, appointment-based, and digital channels. You will assess banking needs, educate on products, and recommend tailored solutions while delivering a digital-first client experience.

The role emphasizes proactive outreach, collaboration with branch teams, and handling accounts and credit applications, with emphasis on compliance and customer service excellence.