Senior Relationship Banker – Digital-First Trusted Advisor

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

Job summary

U.S. Bank seeks a Relationship Banker to build client relationships across in-person, appointment, and digital channels.

You will assess needs, educate clients on deposits, loans, and digital tools, and open accounts while driving a digital-first experience. You will engage with customers, collaborate with the branch team, and handle service requests, credit applications, and proactive outreach to meet goals and deliver exceptional service.

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 identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated ability to make appropriate recommendations that meet customer needs.

Responsibilities

• Relationship Bankers build relationships with customers via in-person, by appointment, and virtually.
• Provide counsel while adapting a digital first mindset and optimize client experience.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and services to meet financial needs.
• Develop partnerships with branch team members to best serve clients.

Skills

Relationship building

Client communication

Digital products

Sales campaigns

Cross-channel service

Education

High school diploma

Job description

U.S. Bank seeks a Relationship Banker to build client relationships across in-person, appointment, and digital channels.

You will assess needs, educate clients on deposits, loans, and digital tools, and open accounts while driving a digital-first experience. You will engage with customers, collaborate with the branch team, and handle service requests, credit applications, and proactive outreach to meet goals and deliver exceptional service.