Client Banking Advisor

Us Bank; San Diego (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare benefits

Paid time off

401(k) retirement plan

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face and providing tailored financial guidance. The role includes educating clients on deposit and loan products, processing account changes, and recommending digital solutions to meet customer goals.

The position emphasizes proactive outreach, knowledge of banking products, and collaboration with branch teams to deliver exceptional service and drive business growth.

Qualifications

• Basic qualifications: High school diploma or equivalent; typically <4 years retail banking experience.
• Preferred: proven ability to build and foster client relationships; knowledge of digital banking tools.

Responsibilities

• Builds relationships with clients through proactive outreach and follow up.
• Identify solutions for new and existing clients based on needs.
• Maintain working knowledge of consumer and business banking products and services.
• Provide a consistent optimal client experience, greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members to serve clients.
• Open new consumer and business accounts and submit credit applications.
• Educate clients on emerging digital products and self-service options.

Skills

Relationship building

Customer engagement

Communication skills

Digital product knowledge

Financial services experience

Self-service tech

Proactive outreach

Needs assessment

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face and providing tailored financial guidance. The role includes educating clients on deposit and loan products, processing account changes, and recommending digital solutions to meet customer goals.

The position emphasizes proactive outreach, knowledge of banking products, and collaboration with branch teams to deliver exceptional service and drive business growth.